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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by McGrath & Associates

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

Historical chart of McGrath & Associates 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 McGrath & Associates 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 McGrath & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 63k 26.30
2025-06-30 $1.6M 64k 24.54
2025-03-31 $1.5M 65k 23.61

More positions owned by McGrath & Associates

Pimco Etf Tr Active Bd Etf (BOND)
Wisdomtree Tr Efficient Gld Pl (GDE)
Tidal Trust Ii Return Stacked U (RSSY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Tidal Trust Ii Return Stckd Us (RSST)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Fundamental Us S (FNDA)
Dimensional Etf Trust World Ex Us Core (DFAX)
Schwab Strategic Tr Fundamental Intl (FNDC)
Schwab Strategic Tr Fundamental Intl (FNDF)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Fundamental Emer (FNDE)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for McGrath & Associates

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