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

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

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

Oct 2024Nov 2024Dec 2024Jan 2025Feb 2025Mar 2025Apr 20251.2M1.3M1.4M20k30k40k50k60k
Value ($)Share countHistorical FNDX position of Capital Advantage Source: stockzoa.comValue ($)Share count

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All positions including Sch Fnd Us Lg Etf schwb fdt us lg held by Capital Advantage 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 Capital Advantage

Quarter filed Position value Share count Share price at filing
2025-03-31 $1.5M 62k 23.68
2024-12-31 $1.5M 62k 23.68
2024-09-30 $1.2M 16k 71.76

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Apple (AAPL)
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View all positions for Capital Advantage

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