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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Urban Financial Advisory Corp

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

Historical chart of Urban Financial Advisory Corp 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 Urban Financial Advisory Corp 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 Urban Financial Advisory Corp

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 150k 71.76
2024-06-30 $5.6M 84k 66.98
2024-03-31 $1.8M 27k 67.39

More positions owned by Urban Financial Advisory Corp

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Ishares Tr Micro-cap Etf (IWC)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Russell 2000 Etf (IWM)
Spdr Ser Tr Dj Reit Etf (RWR)

View all positions for Urban Financial Advisory Corp

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

Charles Schwab Investment Management
Captrust Financial Advisors
Signature Estate and Investment Advisors
McAdam
Northwest Bancshares
Steele Capital Management
Glassman Wealth Services
Envestnet Asset Management
Cornerstone Planning Group
Callan Capital
Morgan Stanley
Bank of America Corporation
Charles Schwab Trust
Financial Strategies Group
Lee Financial

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