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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Personal Resources Investment & Strategic Management

Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Personal Resources Investment & Strategic Management from 13F filings

Historical chart of Personal Resources Investment & Strategic 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 Personal Resources Investment & Strategic 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 Personal Resources Investment & Strategic Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 177k 67.39
2023-12-31 $11M 172k 61.94
2023-09-30 $10M 182k 55.97

More positions owned by Personal Resources Investment & Strategic Management

Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)
Fidelity Value Factor Etf Etf (FVAL)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Msci Eafe Etf Etf (EFA)
Columbia Em Core Ex-china Etf Etf (XCEM)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Invesco S&p Global Water Index Etf Etf (CGW)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Invesco Nasdaq 100 Etf Etf (QQQM)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)
Jpmorgan U.s. Quality Factor Etf Us Quality Factor Fund Etf (JQUA)
Ishares Russell 1000 Value Etf Etf (IWD)

View all positions for Personal Resources Investment & Strategic Management

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