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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Lowery Thomas

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

Historical chart of Lowery Thomas 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 Lowery Thomas 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 Lowery Thomas

Quarter filed Position value Share count Share price at filing
2023-09-30 $5.0M 89k 55.97
2023-06-30 $4.9M 85k 57.57
2023-03-31 $4.5M 83k 54.92
2022-12-31 $4.5M 84k 53.44

More positions owned by Lowery Thomas

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Etf (IWB)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Lowery Thomas

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