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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Worth Financial Advisory Group

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

Historical chart of Worth Financial Advisory Group 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 Worth Financial Advisory Group 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 Worth Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $457k 6.4k 71.76
2024-06-30 $346k 5.2k 66.98
2024-03-31 $239k 3.6k 67.39

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View all positions for Worth Financial Advisory Group

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