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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Calton & Associates

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

Historical chart of Calton & Associates 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 Calton & Associates 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 Calton & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $207k 7.9k 26.30
2021-12-31 $247k 4.2k 58.56
2021-09-30 $236k 4.4k 53.86
2021-06-30 $241k 4.4k 55.00
2021-03-31 $226k 4.4k 51.57
2020-12-31 $230k 5.1k 45.28

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View all positions for Calton & Associates

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