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

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

Historical chart of CI Private 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 CI Private 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 CI Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $20M 321k 61.94
2023-09-30 $18M 326k 55.97
2023-06-30 $16M 275k 57.57
2023-03-31 $15M 264k 54.92
2022-12-31 $14M 261k 53.44

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

Charles Schwab Investment Advisory
Captrust Financial Advisors
Signature Estate and Investment Advisors
McAdam
Northwest Bancshares
Steele Capital Management
Glassman Wealth Services
Callan Capital
Bank of America Corporation
Charles Schwab Trust
Lee Financial
Kelman-Lazarov
Kavar Capital Partners Group
Gemmer Asset Management
Bell Investment Advisors

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