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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth 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 WCG Wealth Advisors 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 61k 26.30
2025-06-30 $1.3M 52k 24.54
2025-03-31 $525k 22k 23.63
2024-12-31 $436k 18k 23.68

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J P Morgan Exchange Traded F Active Value Etf (JAVA)
Visa Com Cl A (V)
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American Centy Etf Tr Intl Eqt Etf (AVDE)
Amazon (AMZN)
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Alphabet Cap Stk Cl C (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for WCG Wealth Advisors

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