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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co 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 Summit Wealth Group Llc / Co 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 Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $546k 20k 27.21
2025-09-30 $478k 2.3k 210.50
2025-06-30 $503k 21k 24.54

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Sei Exchange Traded Funds Select Small Cap (SEIS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
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First Tr Exchange Traded Risng Divd Achiv (RDVY)
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Summit Wealth Group Llc / Co

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

Charles Schwab Investment Management
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TradeWell Securities
McAdam
Boulay Financial Advisors
Ameriprise Financial
Keybank National Association
Signature Estate and Investment Advisors
Steele Capital Management
Envestnet Asset Management
LPL Financial
Glassman Wealth Services
Northwest Bancshares
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AlphaCore Capital

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