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

WealthCare Investment Partners »

Sch Fnd Us Lg Etf schwb fdt us lg shares owned by WealthCare Investment Partners

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

Historical chart of WealthCare Investment Partners 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 WealthCare Investment Partners 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 WealthCare Investment Partners

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$2.3M	33k	71.08
2024-06-30	$1.2M	18k	66.98
2024-03-31	$892k	13k	67.39
2023-12-31	$520k	8.4k	62.03

More positions owned by WealthCare Investment Partners

Invesco Qqq Tr Unit Ser 1 (QQQ)

First Tr Value Line Divid In SHS (FVD)

Fidelity Merrimack Str Tr Total Bd Etf (FBND)

Ishares Tr Us Consm Staples (IYK)

Ishares Gold Tr Ishares New (IAU)

Ishares Tr Us Aer Def Etf (ITA)

Select Sector Spdr Tr Energy (XLE)

Schwab Strategic Tr Fundamental Intl (FNDF)

Select Sector Spdr Tr Communication (XLC)

Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)

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

Schwab Strategic Tr Us Dividend Eq (SCHD)

Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)

Select Sector Spdr Tr Sbi Healthcare (XLV)

Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for WealthCare Investment Partners

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

Charles Schwab Investment Management

McAdam

Captrust Financial Advisors

Signature Estate and Investment Advisors

Charles Schwab Trust

Gemmer Asset Management

Ameriprise Financial

Reston Wealth Management

Northwest Bancshares

Steele Capital Management

Tanglewood Wealth Management

Glassman Wealth Services

Envestnet Asset Management

Kavar Capital Partners Group

Leonard Rickey Investment Advisors P

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