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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Mark Sheptoff Financial Planning

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

Historical chart of Mark Sheptoff Financial Planning 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 Mark Sheptoff Financial Planning 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 Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $14k 518 26.30

More positions owned by Mark Sheptoff Financial Planning

Microsoft Corp Om (MSFT)
Nextera Energy Om (NEE)
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Celestica Om (CLS)
Tesla Om (TSLA)
Rtx Corporation Om (RTX)
Johnson & Johnson Om (JNJ)
Pepsico Om (PEP)
Abbvie Om (ABBV)
Abbott Labs Om (ABT)
Vertex Pharmaceuticals Om (VRTX)
Unitedhealth Group Om (UNH)
Berkshire Hathaway Inc Del L B New (BRK.B)

View all positions for Mark Sheptoff Financial Planning

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