Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Walkner Condon Financial Advisors »

Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Walkner Condon Financial Advisors

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

Historical chart of Walkner Condon Financial Advisors 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 Walkner Condon Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Sch Fnd Us Lg Etf schwb fdt us lg by Walkner Condon Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-12-31	$274k	12k	23.68
2024-09-30	$261k	3.6k	71.76
2024-06-30	$244k	3.6k	66.98
2024-03-31	$256k	3.8k	67.39
2023-12-31	$248k	4.0k	61.94

More positions owned by Walkner Condon Financial Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)

Ishares Tr Core S&p500 Etf (IVV)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

Apple (AAPL)

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

First Tr Exchange-traded Cap Strength Etf (FTCS)

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

Vanguard Intl Equity Index F Ftse Europe Etf (VGK)

First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)

Schwab Strategic Tr Int-trm U.s Tres (SCHR)

First Tr Exchange-traded Lng Dur Oprtun (LGOV)

Microsoft Corporation (MSFT)

Spdr Ser Tr Portfolio S&p600 (SPSM)

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Walkner Condon Financial Advisors

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

Steele Capital Management

Northwest Bancshares

Ameriprise Financial

Glassman Wealth Services

Morgan Stanley

Envestnet Asset Management

Callan Capital

Bank of America Corporation

Charles Schwab Trust

Cetera Investment Advisers

Lee Financial

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z