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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Gross & Hartman Investments

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

Historical chart of Gross & Hartman Investments 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 Gross & Hartman Investments 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 Gross & Hartman Investments

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.4M 301k 27.85
2025-12-31 $7.7M 282k 27.21

More positions owned by Gross & Hartman Investments

Vanguard Total Stock Market ETF (VTI)
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB)
Vanguard Malvern Fds (VCRB)
Vanguard High Dividend Yield ETF (VYM)
Vanguard Instl Index (VBIL)
Vanguard Scottsdale Fds vng rus1000grw (VONG)
Alps Etf Tr alerian energy (ENFR)
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX)
Vanguard Admiral Fds Inc equity (VOOG)
Vanguard Int High Dvd Yld In exchange traded funds (VYMI)
Vanguard S&p 500 Etf idx (VOO)
Vanguard Information Technology ETF (VGT)
Apple (AAPL)
Equinix (EQIX)
Microsoft Corporation (MSFT)

View all positions for Gross & Hartman Investments

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

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

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