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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Klingenstein Fields & Co

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

Historical chart of Klingenstein Fields & Co 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 Klingenstein Fields & Co 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 Klingenstein Fields & Co

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.9M 95k 31.10

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Microsoft Corp Common (MSFT)
Amazon Common (AMZN)
Nvidia Corp Common (NVDA)
Stubhub Holdings Class A Common Stock (STUB)
Goldman Sachs Group Common (GS)
Union Pac Corp Common (UNP)
State St Spdr S&p500 Units Ser 1 S&p (SPY)
Alphabet Class C (GOOG)
Jpmorgan Chase & Co Common (JPM)

View all positions for Klingenstein Fields & Co

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

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

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