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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Safe Harbor Family Capital

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

Historical chart of Safe Harbor Family 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 Safe Harbor Family Capital 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 Safe Harbor Family Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.4M 126k 27.21

More positions owned by Safe Harbor Family Capital

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Fundamental Us L (FNDX)
Alps Etf Tr Alerian Energy (ENFR)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vanguard World Inf Tech Etf (VGT)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for Safe Harbor Family Capital

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

Charles Schwab Investment Management
Captrust Financial Advisors
Boulay Financial Advisors
McAdam
Keybank National Association
Signature Estate and Investment Advisors
Ameriprise Financial
Envestnet Asset Management
Steele Capital Management
Northwest Bancshares
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