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

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

Historical chart of Mission 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 Mission Wealth Management 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 Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.4M 207k 31.10
2026-03-31 $377k 14k 27.85
2025-12-31 $396k 15k 27.21
2025-09-30 $643k 24k 26.30
2024-03-31 $326k 4.8k 67.37

More positions owned by Mission Wealth Management

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Vanguard Index Fds Growth Etf (VUG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Small Cp Etf (VB)
Apple Call Option (Principal) (AAPL)
NVIDIA Corporation Call Option (Principal) (NVDA)
Microsoft Corporation Put Option (Principal) (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Amazon Call Option (Principal) (AMZN)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
Broadcom Call Option (Principal) (AVGO)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl C Put Option (Principal) (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Mission Wealth Management

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

Charles Schwab Investment Management
Sixth Street Partners Management Company
Captrust Financial Advisors
Keybank National Association
McAdam
Boulay Financial Advisors
Ameriprise Financial
Signature Estate and Investment Advisors
Envestnet Asset Management
Steele Capital Management
LPL Financial
Morgan Stanley
Glassman Wealth Services
Cetera Investment Advisers
Charles Schwab Trust

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