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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $174M 2.8M 61.94
2023-09-30 $42M 745k 55.97
2023-06-30 $41M 717k 57.57
2023-03-31 $40M 730k 54.92
2022-12-31 $37M 683k 53.44
2022-09-30 $29M 607k 47.76
2022-06-30 $33M 645k 50.90
2022-03-31 $63M 1.1M 58.50
2021-12-31 $43M 730k 58.62
2021-09-30 $1.3M 25k 53.95
2021-06-30 $1.3M 25k 54.73
2021-03-31 $1.2M 24k 51.65
2020-12-31 $1.1M 24k 45.43
2020-09-30 $690k 18k 38.88
2020-06-30 $656k 18k 36.69
2019-09-30 $99k 2.5k 39.70
2019-06-30 $98k 2.5k 39.47
2019-03-31 $19k 509 37.33
2018-12-31 $17k 509 33.40

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

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

Charles Schwab Investment Advisory
Captrust Financial Advisors
Signature Estate and Investment Advisors
McAdam
Northwest Bancshares
Steele Capital Management
Glassman Wealth Services
Callan Capital
Bank of America Corporation
Charles Schwab Trust
Lee Financial
Kelman-Lazarov
Kavar Capital Partners Group
Gemmer Asset Management
Bell Investment Advisors

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