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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Revolve Wealth Partners

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

Historical chart of Revolve Wealth Partners 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 Revolve Wealth Partners 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 Revolve Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $823k 31k 26.30
2025-06-30 $771k 31k 24.54
2025-03-31 $824k 35k 23.61
2024-12-31 $719k 30k 23.68

More positions owned by Revolve Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Ea Series Trust Intl Quan Value (IVAL)
Ea Series Trust Sparkline Intang (ITAN)
Spdr Series Trust Nuveen Ice High (HYMB)
Ea Series Trust Us Quan Momentum (QMOM)
Cambria Etf Tr Shshld Yield Etf (SYLD)
RBB Us Treas 3 Mnth (TBIL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust Nuveen Ice Munic (TFI)
Apple (AAPL)
Wisdomtree Tr Intl Qulty Div (IQDG)
Wisdomtree Tr Us Largecap Divd (DLN)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for Revolve Wealth Partners

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