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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Future Financial Wealth Managment

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

Historical chart of Future Financial Wealth Managment 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 Future Financial Wealth Managment 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 Future Financial Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 26k 67.39
2023-12-31 $1.5M 25k 61.94
2023-09-30 $1.4M 25k 55.97
2023-06-30 $1.4M 25k 57.57

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Apple Stock (AAPL)
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Technology Select Sector Spdr Fund Etf (XLK)
Alphabet Inc Cap Stk Cl C Stock (GOOG)

View all positions for Future Financial Wealth Managment

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