Sand Hill Advisors »

Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Sand Hill Advisors

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

Historical chart of Sand Hill 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 Sand Hill Advisors 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 Sand Hill Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $667k 25k 26.30
2025-06-30 $623k 25k 24.54
2025-03-31 $599k 25k 23.61
2024-12-31 $601k 25k 23.68
2024-09-30 $607k 8.5k 71.76
2024-06-30 $566k 8.5k 66.98
2022-09-30 $295k 6.2k 47.73

More positions owned by Sand Hill Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Eafe Etf (EFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Russell 2000 Etf (IWM)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Active Bd Etf (BOND)
NVIDIA Corporation (NVDA)

View all positions for Sand Hill Advisors

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