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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Brown Financial Advisory

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

Historical chart of Brown Financial Advisory investment in Sch Fnd Us Lg Etf schwb fdt us lg

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All positions including Sch Fnd Us Lg Etf schwb fdt us lg held by Brown Financial Advisory 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 Brown Financial Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $622k 24k 26.30
2025-06-30 $621k 25k 24.54
2025-03-31 $399k 17k 23.61

More positions owned by Brown Financial Advisory

Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Emerging Mrktets (DEXC)
Ishares Tr Rus 1000 Etf (IWB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Brown Financial Advisory

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

Charles Schwab Investment Management
Captrust Financial Advisors
Boulay Financial Advisors
McAdam
Signature Estate and Investment Advisors
Ameriprise Financial
Envestnet Asset Management
Steele Capital Management
Northwest Bancshares
Morgan Stanley
Glassman Wealth Services
LPL Financial
AlphaCore Capital
Cetera Investment Advisers
Quadrant Capital

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