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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Perryman Financial Advisory Inc /ad

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

Historical chart of Perryman Financial Advisory Inc /ad 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 Perryman Financial Advisory Inc /ad 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 Perryman Financial Advisory Inc /ad

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.5M 53k 27.85

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

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

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