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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Channel Wealth

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

Historical chart of Channel Wealth 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 Channel Wealth 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 Channel Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $733k 31k 23.68
2024-09-30 $740k 10k 71.76
2024-06-30 $691k 10k 66.98
2024-03-31 $674k 10k 67.39
2023-12-31 $641k 10k 61.94

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

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

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