Prosperity Wealth Management »

Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Prosperity Wealth Management

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

Historical chart of Prosperity Wealth 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 Prosperity Wealth Management 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 Prosperity Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $401k 5.6k 71.76
2023-06-30 $357k 6.2k 57.57
2023-03-31 $843k 15k 54.92
2022-12-31 $1.6M 30k 53.44

More positions owned by Prosperity Wealth Management

Proshares Tr Pshs Ultra Qqq (QLD)
Proshares Tr Pshs Ult S&p 500 (SSO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
Amazon (AMZN)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Procter & Gamble Company (PG)
Select Sector Spdr Tr Technology (XLK)

View all positions for Prosperity Wealth Management

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

Charles Schwab Investment Management
Captrust Financial Advisors
Signature Estate and Investment Advisors
McAdam
Northwest Bancshares
Steele Capital Management
Glassman Wealth Services
Envestnet Asset Management
Cornerstone Planning Group
Callan Capital
Morgan Stanley
Bank of America Corporation
Charles Schwab Trust
Financial Strategies Group
Lee Financial

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