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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Plan A Wealth

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

Historical chart of Plan A Wealth 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 Plan A Wealth 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 Plan A Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $520k 20k 26.30
2025-06-30 $454k 19k 24.54
2025-03-31 $273k 12k 23.61

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Texas Pacific Land Corp (TPL)

View all positions for Plan A Wealth

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