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

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

Historical chart of Symphony Financial investment in Sch Fnd Us Lg Etf schwb fdt us lg

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All positions including Sch Fnd Us Lg Etf schwb fdt us lg held by Symphony 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 Symphony Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $216k 8.2k 26.29
2025-06-30 $204k 719 284.03
2025-03-31 $360k 15k 23.65

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Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
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American Centy Etf Tr Intl Eqt Etf (AVDE)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Broadcom (AVGO)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Symphony Financial

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