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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Creative Planning

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

Historical chart of Creative Planning investment in Sch Fnd Us Lg Etf schwb fdt us lg

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All positions including Sch Fnd Us Lg Etf schwb fdt us lg held by Creative Planning 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 Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $32M 440k 71.76
2024-06-30 $29M 433k 66.98
2024-03-31 $28M 421k 67.39
2023-12-31 $26M 421k 61.94
2023-09-30 $24M 420k 55.97
2023-06-30 $23M 392k 57.57
2023-03-31 $22M 402k 54.92
2022-12-31 $20M 369k 53.44
2022-09-30 $19M 388k 47.76
2022-06-30 $20M 390k 50.90
2022-03-31 $20M 337k 58.50
2021-12-31 $19M 321k 58.61
2021-09-30 $18M 326k 53.95
2021-06-30 $17M 313k 54.72
2021-03-31 $2.8M 55k 51.67
2020-12-31 $2.4M 53k 45.29
2020-09-30 $2.2M 56k 38.73
2020-06-30 $1.5M 40k 36.84
2020-03-31 $1.4M 45k 31.32
2019-12-31 $2.1M 49k 42.69
2019-09-30 $1.5M 37k 39.55
2019-06-30 $1.4M 36k 39.12
2019-03-31 $1.1M 30k 37.93
2018-12-31 $1.1M 31k 33.97
2018-09-30 $1.6M 39k 39.69
2018-06-30 $923k 25k 37.32
2018-03-31 $925k 25k 36.36
2017-12-31 $718k 19k 37.47
2017-09-30 $498k 14k 35.16
2017-06-30 $333k 9.9k 33.80
2017-03-31 $136k 4.0k 33.75
2016-12-31 $109k 3.3k 32.55
2016-09-30 $78k 2.5k 31.19
2016-06-30 $134k 4.4k 30.36
2016-03-31 $70k 2.4k 29.52
2015-12-31 $57k 2.0k 28.83

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

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
Northwest Bancshares
Steele Capital Management
Glassman Wealth Services
Envestnet Asset Management
Cornerstone Planning Group
Callan Capital
Morgan Stanley
Bank of America Corporation
Charles Schwab Trust
Financial Strategies Group
Lee Financial

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