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

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

Historical chart of Ohe Financial investment in Sch Fnd Us Lg Etf schwb fdt us lg

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All positions including Sch Fnd Us Lg Etf schwb fdt us lg held by Ohe Financial 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 Ohe Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $20M 360k 55.97
2023-06-30 $20M 341k 57.57
2023-03-31 $16M 297k 54.92
2022-12-31 $14M 267k 53.44
2022-09-30 $7.2M 151k 47.76
2022-06-30 $5.3M 104k 50.90
2022-03-31 $4.8M 82k 58.50
2021-12-31 $4.6M 78k 58.61
2021-09-30 $3.6M 67k 53.95
2021-06-30 $3.4M 63k 54.72
2021-03-31 $1.9M 36k 51.66
2020-12-31 $1.1M 25k 45.30
2020-09-30 $873k 23k 38.74
2020-06-30 $682k 19k 36.84
2020-03-31 $927k 30k 31.34
2019-12-31 $1.2M 29k 42.70
2019-09-30 $1.2M 30k 39.57
2019-06-30 $1.3M 33k 39.12
2019-03-31 $1.1M 30k 37.95
2018-12-31 $617k 18k 34.00
2018-09-30 $637k 16k 39.72
2018-06-30 $519k 14k 37.40
2018-03-31 $501k 14k 36.40
2017-12-31 $643k 17k 37.49
2017-09-30 $612k 17k 35.16
2017-06-30 $574k 17k 33.86
2017-03-31 $523k 16k 33.83
2016-12-31 $489k 15k 32.69
2016-09-30 $392k 13k 31.17
2016-06-30 $271k 8.9k 30.31

More positions owned by Ohe Financial

Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT)
Vanguard Growth Index Fund Etf (VUG)
Ishares S&p 500 Value Etf Etf (IVE)
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard Dividend Appreciation Index Fund Etf (VIG)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Vanguard Total Bond Market Index Fund Etf (BND)
Vanguard Value Etf Etf (VTV)
Vanguard Short-term Bond Etf Etf (BSV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Ishares Msci Eafe Value Etf Etf (EFV)
Berkshire Hathaway Inc Class B Stock (BRK.B)
Apple Stock (AAPL)

View all positions for Ohe Financial

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