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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Bristlecone Advisors

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

Historical chart of Bristlecone Advisors 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 Bristlecone Advisors 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 Bristlecone Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $19k 261 71.85
2023-03-31 $136k 2.5k 54.92

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Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
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NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
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Costco Wholesale Corporation (COST)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds Large Cap Etf (VV)
Alphabet Cap Stk Cl A (GOOGL)
Arthur J. Gallagher & Co. (AJG)

View all positions for Bristlecone Advisors

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

Charles Schwab Investment Management
McAdam
Captrust Financial Advisors
Signature Estate and Investment Advisors
Charles Schwab Trust
Gemmer Asset Management
Ameriprise Financial
Reston Wealth Management
Northwest Bancshares
Steele Capital Management
Tanglewood Wealth Management
Glassman Wealth Services
Envestnet Asset Management
Kavar Capital Partners Group
Leonard Rickey Investment Advisors P

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