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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Westbourne Investments

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

Historical chart of Westbourne Investments 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 Westbourne Investments 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 Westbourne Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $807k 30k 26.58
2025-06-30 $954k 39k 24.54
2025-03-31 $953k 40k 23.61
2024-12-31 $968k 41k 23.68

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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