Callan Capital »

Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Callan Capital

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

Historical chart of Callan Capital investment in Sch Fnd Us Lg Etf schwb fdt us lg

2020202120222023202420M40M60M80M01M2M3M
Value ($)Share countHistorical FNDX position of Callan Capital Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sch Fnd Us Lg Etf schwb fdt us lg by Callan Capital

Quarter filed Position value Share count Share price at filing
2024-12-31 $88M 3.7M 23.68
2024-09-30 $88M 1.2M 71.76
2024-06-30 $81M 1.2M 66.98
2024-03-31 $80M 1.2M 67.39
2023-12-31 $75M 1.2M 61.94
2023-09-30 $61M 1.1M 55.97
2023-06-30 $54M 940k 57.57
2023-03-31 $38M 693k 54.92
2022-12-31 $31M 574k 53.44
2022-09-30 $23M 480k 47.76
2022-06-30 $29M 573k 50.90
2022-03-31 $43M 743k 58.50
2021-12-31 $31M 526k 58.61
2021-09-30 $23M 428k 53.95
2021-06-30 $20M 367k 54.72
2021-03-31 $18M 352k 51.67
2020-12-31 $13M 279k 45.29
2020-09-30 $9.5M 246k 38.73
2020-06-30 $5.5M 150k 36.84
2020-03-31 $6.7M 214k 31.33
2019-12-31 $14M 319k 42.68
2019-09-30 $11M 278k 39.55
2019-06-30 $11M 279k 39.11
2019-03-31 $10M 266k 37.95

More positions owned by Callan Capital

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Meta Platforms Cl A (META)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Fundamental Intl (FNDF)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Schwab Strategic Tr Fundamental Us B (FNDB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Goldman Sachs Etf Tr Activebeta Int (GSIE)

View all positions for Callan Capital

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

Charles Schwab Investment Management
Captrust Financial Advisors
Signature Estate and Investment Advisors
McAdam
Steele Capital Management
Northwest Bancshares
Ameriprise Financial
Glassman Wealth Services
Morgan Stanley
Envestnet Asset Management
Callan Capital
Bank of America Corporation
Charles Schwab Trust
Cetera Investment Advisers
Lee Financial

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