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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Smith, Salley & Associates

Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Smith, Salley & Associates from 13F filings

Historical chart of Smith, Salley & Associates 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 Smith, Salley & Associates 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 Smith, Salley & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $657k 9.2k 71.76

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

Charles Schwab Investment Management
McAdam
Steele Capital Management
Captrust Financial Advisors
Signature Estate and Investment Advisors
Charles Schwab Trust
Lee Financial
Gemmer Asset Management
Ameriprise Financial
Reston Wealth Management
Northwest Bancshares
Tanglewood Wealth Management
Glassman Wealth Services
Envestnet Asset Management
Kavar Capital Partners Group

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