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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Briggs Wealth Management

Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Briggs Wealth Management from 13F filings

Historical chart of Briggs Wealth Management investment in Sch Fnd Us Lg Etf schwb fdt us lg

Tip: Access up to 7 years of quarterly data

All positions including Sch Fnd Us Lg Etf schwb fdt us lg held by Briggs Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sch Fnd Us Lg Etf schwb fdt us lg by Briggs Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.0M 73k 27.21

More positions owned by Briggs Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Ibds Dec28 Etf (IBDT)
Vanguard Index Fds Real Estate Etf (VNQ)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
RBB Us Treas 3 Mnth (TBIL)

View all positions for Briggs Wealth Management

Top funds holding Sch Fnd Us Lg Etf schwb fdt us lg

Charles Schwab Investment Management
Captrust Financial Advisors
TradeWell Securities
Boulay Financial Advisors
McAdam
Keybank National Association
Signature Estate and Investment Advisors
Ameriprise Financial
Envestnet Asset Management
Steele Capital Management
Northwest Bancshares
LPL Financial
Glassman Wealth Services
Cetera Investment Advisers
AlphaCore Capital

View all funds holding Sch Fnd Us Lg Etf schwb fdt us lg