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

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

Historical chart of Eq 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 Eq 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 Eq Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.3M 203k 26.30
2025-06-30 $5.0M 204k 24.54
2025-03-31 $787k 33k 23.61
2024-12-31 $897k 38k 23.68

More positions owned by Eq Wealth Advisors

Capital Group U.s. Multi-sector Income Etf Etf (CGMS)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Schwab Us Tips Etf Etf (SCHP)
Capital Group Growth Etf Etf (CGGR)
Dimensional International Value Etf Etf (DFIV)
Vanguard Total International Bond Etf Etf (BNDX)
Dimensional International Small Cap Value Etf Etf (DISV)
Dimensional Us Small Cap Value Etf Etf (DFSV)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Ishares Gold Trust Etf (IAU)
Capital Group Short Duration Income Etf Etf (CGSD)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Capital Group Municipal Income Etf Etf (CGMU)
Dimensional Emerging Markets Value Etf Etf (DFEV)

View all positions for Eq Wealth Advisors

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

Charles Schwab Investment Management
Captrust Financial Advisors
Boulay Financial Advisors
McAdam
Signature Estate and Investment Advisors
Ameriprise Financial
Envestnet Asset Management
Steele Capital Management
Northwest Bancshares
Glassman Wealth Services
LPL Financial
AlphaCore Capital
Cetera Investment Advisers
Quadrant Capital
Charles Schwab Trust

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