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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by JJJ Advisors

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

Historical chart of JJJ Advisors 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 JJJ Advisors 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 JJJ Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.7M 56k 67.15
2024-03-31 $3.7M 55k 67.39
2023-12-31 $3.0M 48k 61.94
2023-09-30 $2.7M 49k 55.97
2023-06-30 $2.7M 47k 57.57
2023-03-31 $2.6M 47k 55.53
2022-12-31 $1.8M 32k 55.74
2022-09-30 $1.4M 30k 48.74
2022-06-30 $1.7M 30k 54.55
2022-03-31 $1.8M 30k 58.50
2021-12-31 $2.3M 39k 58.61
2021-09-30 $2.1M 38k 53.94
2021-06-30 $2.1M 38k 54.73
2021-03-31 $1.6M 31k 51.66
2020-12-31 $1.4M 32k 45.30
2020-09-30 $1.4M 35k 38.72
2020-06-30 $1.3M 35k 36.83
2020-03-31 $1.3M 41k 31.34
2019-12-31 $3.4M 80k 42.68
2019-09-30 $3.2M 80k 39.55
2019-06-30 $3.2M 83k 39.11
2019-03-31 $3.1M 82k 37.95
2018-12-31 $2.7M 80k 33.98
2018-09-30 $1.6M 40k 39.69
2018-06-30 $1.4M 38k 37.35
2018-03-31 $1.4M 38k 36.33
2017-12-31 $1.4M 37k 37.47
2017-09-30 $1.3M 37k 35.15
2017-06-30 $1.2M 35k 33.82

More positions owned by JJJ Advisors

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Core Us Aggbd Et (AGG)
Etf Ser Solutions Distillate Us (DSTL)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Fundamental Us S (FNDA)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Pacer Fds Tr Pacer Us Small (CALF)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Apple (AAPL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Microsoft Corporation (MSFT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)

View all positions for JJJ Advisors

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

Charles Schwab Investment Management
Captrust Financial Advisors
Signature Estate and Investment Advisors
McAdam
Northwest Bancshares
Steele Capital Management
Glassman Wealth Services
Envestnet Asset Management
Cornerstone Planning Group
Callan Capital
Morgan Stanley
Bank of America Corporation
Charles Schwab Trust
Financial Strategies Group
Lee Financial

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