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

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

Historical chart of Wellspring Financial Advisors 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 Wellspring Financial 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 Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $447k 8.0k 55.97
2023-06-30 $458k 8.0k 57.57
2023-03-31 $435k 7.9k 54.92
2022-12-31 $421k 7.9k 53.44
2022-09-30 $374k 7.8k 47.75
2022-06-30 $396k 7.8k 50.85
2022-03-31 $453k 7.7k 58.50
2021-12-31 $452k 7.7k 58.60
2021-09-30 $414k 7.7k 53.93
2021-06-30 $418k 7.6k 54.70
2021-03-31 $233k 7.4k 31.38
2020-12-31 $343k 7.6k 45.25
2020-09-30 $292k 7.5k 38.73
2020-06-30 $275k 7.5k 36.79
2020-03-31 $233k 7.4k 31.38

More positions owned by Wellspring Financial Advisors

Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Vanguard Value Etf Value Etf (VTV)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares S&p 500 Index Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Spdr Ser Tr S&p Divid Etf S&p Divid Etf (SDY)
Industrial Select Sector Spdr Sbi Int-inds (XLI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Vanguard Growth Etf Growth Etf (VUG)
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)

View all positions for Wellspring Financial Advisors

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

Charles Schwab Investment Advisory
Captrust Financial Advisors
Signature Estate and Investment Advisors
McAdam
Northwest Bancshares
Steele Capital Management
Glassman Wealth Services
Callan Capital
Bank of America Corporation
Charles Schwab Trust
Lee Financial
Kelman-Lazarov
Kavar Capital Partners Group
Gemmer Asset Management
Bell Investment Advisors

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