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Schwab Cap Tr Fdl Uslcoidx I shares owned by Garton & Associates Financial Advisors

Quarter-by-quarter ownership of Schwab Cap Tr Fdl Uslcoidx I (SFLNX) shares owned by Garton & Associates Financial Advisors from 13F filings

Historical chart of Garton & Associates Financial Advisors investment in Schwab Cap Tr Fdl Uslcoidx I

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All positions including Schwab Cap Tr Fdl Uslcoidx I held by Garton & Associates Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Cap Tr Fdl Uslcoidx I by Garton & Associates Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $397k 12k 32.05

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Invesco Nasdaq 100 Etf QQQM (QQQM)

View all positions for Garton & Associates Financial Advisors

Top funds holding Schwab Cap Tr Fdl Uslcoidx I

Fulton Bank, NA
First Merchants Bank, National Association
Garton & Associates Financial Advisors
Oakworth Capital
Lisa Snider

View all funds holding Schwab Cap Tr Fdl Uslcoidx I