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

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

Historical chart of Financial Planning Hawaii 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 Planning Hawaii 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 Planning Hawaii

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 43k 27.21

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View all positions for Financial Planning Hawaii

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

Charles Schwab Investment Management
Captrust Financial Advisors
TradeWell Securities
McAdam
Boulay Financial Advisors
Ameriprise Financial
Keybank National Association
Signature Estate and Investment Advisors
Steele Capital Management
Envestnet Asset Management
LPL Financial
Glassman Wealth Services
Northwest Bancshares
Cetera Investment Advisers
AlphaCore Capital

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