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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Magnolia Private Wealth

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

Historical chart of Magnolia Private Wealth 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 Magnolia Private Wealth 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 Magnolia Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.3M 201k 26.30
2025-06-30 $5.5M 224k 24.54
2025-03-31 $6.1M 258k 23.61

More positions owned by Magnolia Private Wealth

Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Janus Henderson Aaa Clo Etf Etf (JAAA)
Simplify Short Term Treasury Futures Strategy Etf Etf (TUA)
Wisdomtree Efficient Gold Plus Equity Strategy Fund Etf (GDE)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Apple Stock (AAPL)
Simplify Intermediate Term Treasury Futures Strategy Etf Etf (TYA)
Microsoft Corp Stock (MSFT)
Avantis All Equity Markets Etf Etf (AVGE)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Dimensional International Core Equity Market Etf Etf (DFAI)
Return Stacked U.s. Stocks & Managed Futures Etf Etf (RSST)
Ishares Core S&p 500 Etf Etf (IVV)

View all positions for Magnolia Private Wealth

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

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

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