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

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

Historical chart of Ptm 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 Ptm Wealth 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 Ptm Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $34M 1.3M 26.52
2025-06-30 $30M 1.2M 25.02
2025-03-31 $24M 1.2M 20.84

More positions owned by Ptm Wealth Management

Schwab Strategic Tr Fundamental Us L (FNDX)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Us Sml Cap Eqt (SMLF)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Constellation Energy (CEG)
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Ptm Wealth Management

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