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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Journey Advisory Group

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

Historical chart of Journey Advisory Group 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 Journey Advisory Group 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 Journey Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.2M 101k 61.94
2023-09-30 $5.7M 102k 55.97
2023-06-30 $6.0M 104k 57.57

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Ishares Tr Core S&p Scp Etf (IJR)
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Ishares Tr Msci Usa Min Vol (USMV)
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Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Ishares Tr Core Div Grwth (DGRO)
JPMorgan Chase & Co. (JPM)

View all positions for Journey Advisory Group

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