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

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

Historical chart of Clearview Wealth Advisors 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 Clearview Wealth Advisors 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 Clearview Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.5M 38k 66.98

More positions owned by Clearview Wealth Advisors

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Blackrock Etf Trust Us Eqt Factor (DYNF)

View all positions for Clearview Wealth Advisors

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

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

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