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

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

Historical chart of Williams Financial 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 Williams Financial 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 Williams Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $15M 542k 27.21

More positions owned by Williams Financial

J P Morgan Exchange Traded Income Etf (JPIE)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Intl Equity Index Allwrld Ex Us (VEU)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Schwab Strategic Tr Fundamental Intl (FNDF)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Us Reit Etf (SCHH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Us Sml Cap Eqt (SMLF)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Spdr Series Trust State Street Spd (SJNK)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)

View all positions for Williams Financial

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

Charles Schwab Investment Management
Captrust Financial Advisors
TradeWell Securities
McAdam
Boulay Financial Advisors
Ameriprise Financial
Keybank National Association
Signature Estate and Investment Advisors
Steele Capital Management
Envestnet Asset Management
LPL Financial
Glassman Wealth Services
Northwest Bancshares
Cetera Investment Advisers
AlphaCore Capital

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