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

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

Historical chart of Crewe Advisors 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 Crewe 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 Crewe Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $102k 1.4k 71.76
2024-06-30 $95k 1.4k 66.98
2024-03-31 $96k 1.4k 67.39
2023-12-31 $88k 1.4k 61.94

More positions owned by Crewe Advisors

Ensign (ENSG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard World Esg Us Stk Etf (ESGV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Pennant Group (PNTG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard World Inf Tech Etf (VGT)

View all positions for Crewe Advisors

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