RegentAtlantic Capital »

Sch Fnd Us Lg Etf schwb fdt us lg shares owned by RegentAtlantic Capital

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

Historical chart of RegentAtlantic Capital 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 RegentAtlantic Capital 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 RegentAtlantic Capital

Quarter filed Position value Share count Share price at filing
2022-09-30 $12M 243k 47.76
2022-06-30 $13M 248k 50.90
2022-03-31 $15M 250k 58.50
2021-12-31 $16M 275k 58.61
2021-09-30 $15M 286k 53.95
2021-06-30 $16M 289k 54.72
2021-03-31 $16M 313k 51.67
2020-12-31 $25M 544k 45.29
2020-09-30 $21M 553k 38.73
2020-06-30 $18M 485k 36.84
2020-03-31 $14M 460k 31.33
2019-12-31 $16M 367k 42.68
2019-09-30 $13M 340k 39.55
2019-06-30 $13M 338k 39.11
2019-03-31 $13M 339k 37.95
2018-12-31 $11M 310k 33.98
2018-09-30 $14M 355k 39.68
2018-03-31 $13M 352k 36.34
2017-12-31 $12M 322k 37.46
2017-09-30 $11M 313k 35.15
2017-06-30 $10M 305k 33.82
2017-03-31 $9.9M 293k 33.79
2016-12-31 $8.8M 269k 32.63
2016-09-30 $7.7M 247k 31.11
2016-06-30 $6.6M 219k 30.31
2016-03-31 $5.8M 195k 29.49
2015-12-31 $3.2M 112k 28.64
2015-09-30 $1.2M 45k 27.26

More positions owned by RegentAtlantic Capital

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Apple (AAPL)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
Goldman Sachs Etf Tr Acces Treasury (GBIL)

View all positions for RegentAtlantic Capital

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