Values Added Financial »

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

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

Historical chart of Values Added Financial 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 Values Added Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sch Fnd Us Lg Etf schwb fdt us lg by Values Added Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $341k 4.7k 71.76

More positions owned by Values Added Financial

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Tcw Etf Trust Transfrm 500 Etf (VOTE)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Esg Eafe Etf (DMXF)

View all positions for Values Added Financial

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