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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Midland Wealth Advisors

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

Historical chart of Midland Wealth Advisors 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 Midland Wealth Advisors 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 Midland Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 67k 26.30
2025-06-30 $1.6M 66k 24.54
2025-03-31 $1.8M 75k 23.61
2024-12-31 $3.1M 132k 23.68
2024-09-30 $2.8M 39k 71.76

More positions owned by Midland Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Core Msci Eafe (IEFA)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard World Extended Dur (EDV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Value Etf (VTV)
Spdr Series Trust S&p Kensho New (KOMP)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p Mc 400gr Etf (IJK)
American Beacon Select Funds Glg Natural Reso (MGNR)
Spdr Series Trust Portfolio S&p600 (SPSM)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Midland Wealth Advisors

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