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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Stage Harbor Financial

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

Historical chart of Stage Harbor Financial 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 Stage Harbor Financial 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 Stage Harbor Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.4M 181k 24.06
2024-06-30 $4.1M 61k 66.98

More positions owned by Stage Harbor Financial

Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for Stage Harbor Financial

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

Charles Schwab Investment Management
Captrust Financial Advisors
McAdam
Signature Estate and Investment Advisors
Northwest Bancshares
Steele Capital Management
Glassman Wealth Services
Envestnet Asset Management
Callan Capital
Morgan Stanley
Bank of America Corporation
Charles Schwab Trust
Lee Financial
Kelman-Lazarov
Gemmer Asset Management

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