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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment Advisors 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 Roehl & Yi Investment Advisors 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 Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $350k 11k 31.10
2025-09-30 $193k 159k 1.22

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

Charles Schwab Investment Management
Sixth Street Partners Management Company
Captrust Financial Advisors
Keybank National Association
McAdam
Boulay Financial Advisors
Ameriprise Financial
Signature Estate and Investment Advisors
Envestnet Asset Management
Steele Capital Management
LPL Financial
Morgan Stanley
Glassman Wealth Services
Cetera Investment Advisers
Charles Schwab Trust

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