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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Wedmont Private Capital

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

Historical chart of Wedmont Private Capital 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 Wedmont Private Capital 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 Wedmont Private Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $843k 12k 71.08
2024-06-30 $814k 12k 68.66
2024-03-31 $790k 12k 66.64
2023-12-31 $710k 11k 62.03
2023-09-30 $641k 11k 55.95

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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Eafe (IEFA)
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Ishares Core Msci Emkt (IEMG)
Meta Platforms Cl A (META)
Amazon (AMZN)
Ishares Tr National Mun Etf (MUB)

View all positions for Wedmont Private Capital

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