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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Trilogy Capital

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

Historical chart of Trilogy Capital 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 Trilogy Capital 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 Trilogy Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $366k 14k 27.21

More positions owned by Trilogy Capital

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Largecap Divd (DLN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Select Sector Spdr Tr State Street Tec (XLK)
Wisdomtree Tr Emgring Mkts (EMMF)
Spdr Series Trust State Street Spd (SPAB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Select Sector Spdr Tr State Street Ind (XLI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Alps Etf Tr Smith Core Plus (SMTH)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Trilogy Capital

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

Charles Schwab Investment Management
Captrust Financial Advisors
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
Cetera Investment Advisers
AlphaCore Capital

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