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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Strategic Wealth Advisors

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

Historical chart of Strategic Wealth 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 Strategic Wealth 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 Strategic Wealth Advisors

Quarter filed Position value Share count Share price at filing
2022-09-30 $4.7M 98k 47.76
2022-06-30 $4.8M 95k 50.90
2019-12-31 $506k 12k 42.68
2019-09-30 $808k 21k 38.96
2019-06-30 $666k 17k 39.23

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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Amazon (AMZN)
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First Tr Value Line Divid In SHS (FVD)
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)

View all positions for Strategic Wealth Advisors

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

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

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