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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Financial Advisory Service

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

Historical chart of Financial Advisory Service 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 Financial Advisory Service 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 Financial Advisory Service

Quarter filed Position value Share count Share price at filing
2023-12-31 $197k 3.2k 61.93
2023-09-30 $163k 2.9k 55.97
2023-06-30 $212k 3.7k 57.58
2023-03-31 $158k 2.9k 54.92
2022-12-31 $153k 2.9k 53.43
2022-09-30 $136k 2.9k 47.72
2022-06-30 $162k 3.2k 50.78
2022-03-31 $194k 3.3k 58.54
2021-12-31 $629k 11k 58.65
2021-09-30 $691k 13k 53.95
2021-06-30 $936k 17k 54.71
2021-03-31 $943k 18k 51.67
2020-12-31 $861k 19k 45.31
2020-09-30 $772k 20k 38.73
2020-06-30 $732k 20k 36.82
2020-03-31 $1.1M 35k 31.34
2019-12-31 $1.8M 41k 42.68
2019-09-30 $1.3M 32k 39.55
2019-06-30 $1.3M 33k 39.11
2019-03-31 $1.1M 29k 37.96
2018-12-31 $950k 28k 33.98
2018-09-30 $1.1M 27k 39.67
2018-06-30 $1.0M 27k 37.33
2018-03-31 $970k 27k 36.32
2017-12-31 $954k 26k 37.47
2017-09-30 $872k 25k 35.17
2017-06-30 $908k 27k 33.82
2017-03-31 $860k 26k 33.77
2016-12-31 $800k 25k 32.62
2016-09-30 $681k 22k 31.12
2016-06-30 $546k 18k 30.34

More positions owned by Financial Advisory Service

J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Morningstar Grwt (ILCG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Apple (AAPL)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for Financial Advisory Service

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