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

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

Historical chart of Financial Architects 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 Financial Architects 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 Architects

Quarter filed Position value Share count Share price at filing
2023-06-30 $6.8M 118k 57.57
2023-03-31 $6.0M 109k 54.92
2022-12-31 $5.5M 103k 53.44
2022-09-30 $4.9M 102k 47.76
2022-03-31 $6.0M 102k 58.50
2021-12-31 $5.6M 95k 58.61
2021-09-30 $5.3M 98k 53.95
2021-06-30 $5.4M 99k 54.72
2021-03-31 $5.1M 99k 51.67
2020-12-31 $4.5M 101k 45.29
2020-09-30 $4.1M 106k 38.73
2020-06-30 $4.1M 110k 36.84
2020-03-31 $3.6M 116k 31.33
2019-12-31 $5.5M 128k 42.68
2019-09-30 $5.0M 126k 39.55
2019-06-30 $5.1M 130k 39.11
2019-03-31 $431k 11k 37.98
2018-12-31 $4.6M 139k 33.33
2018-09-30 $5.3M 133k 40.00
2018-06-30 $5.1M 135k 38.00
2018-03-31 $4.5M 126k 36.00
2017-12-31 $5.0M 131k 37.85
2017-09-30 $286k 8.1k 35.09
2017-06-30 $4.7M 138k 33.82
2017-03-31 $4.9M 146k 33.79
2016-12-31 $4.3M 135k 32.00
2016-09-30 $3.8M 119k 32.00
2016-06-30 $3.6M 120k 30.00
2016-03-31 $3.5M 118k 29.49
2015-12-31 $3.4M 119k 28.64
2015-09-30 $3.2M 117k 27.27
2015-06-30 $3.7M 125k 29.75
2015-03-31 $2.7M 90k 30.00
2014-12-31 $434k 14k 30.14
2014-09-30 $40k 1.4k 28.96
2014-06-30 $28k 951 29.44

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J P Morgan Exchange Traded F Equity Premium (JEPI)
Tesla Motors (TSLA)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Financial Architects

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
Ameriprise Financial
Northwest Bancshares
Steele Capital Management
Glassman Wealth Services
Charles Schwab Investment Management
Callan Capital
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Charles Schwab Trust
Lee Financial

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