Meridian Wealth Management »

Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Meridian Wealth Management

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

Historical chart of Meridian Wealth Management 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 Meridian Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sch Fnd Us Lg Etf schwb fdt us lg by Meridian Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.0M 42k 71.76
2023-12-31 $2.5M 40k 61.94
2023-09-30 $4.5M 80k 55.97

More positions owned by Meridian Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Exxon Mobil Corporation (XOM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)

View all positions for Meridian Wealth Management

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

Charles Schwab Investment Management
Captrust Financial Advisors
Signature Estate and Investment Advisors
McAdam
Northwest Bancshares
Steele Capital Management
Glassman Wealth Services
Envestnet Asset Management
Cornerstone Planning Group
Callan Capital
Morgan Stanley
Bank of America Corporation
Charles Schwab Trust
Financial Strategies Group
Lee Financial

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