NFP Retirement »

Sch Fnd Us Lg Etf schwb fdt us lg shares owned by NFP Retirement

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

Historical chart of NFP Retirement 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 NFP Retirement 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 NFP Retirement

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 52k 24.54
2025-06-30 $1.3M 52k 24.54
2025-03-31 $956k 41k 23.61
2024-12-31 $852k 36k 23.68
2024-09-30 $739k 10k 71.76
2024-06-30 $609k 9.1k 66.98
2024-03-31 $537k 8.0k 67.39
2023-12-31 $231k 3.7k 61.95

More positions owned by NFP Retirement

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Intl (IDEV)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfolio S&p500 (SPLG)

View all positions for NFP Retirement

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