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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Southern Wealth Management

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

Historical chart of Southern Wealth Management investment in Sch Fnd Us Lg Etf schwb fdt us lg

Tip: Access up to 7 years of quarterly data

All positions including Sch Fnd Us Lg Etf schwb fdt us lg held by Southern Wealth Management 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 Southern Wealth Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $738k 13k 54.92
2022-12-31 $758k 14k 53.44
2022-09-30 $801k 15k 53.37
2022-06-30 $1.0M 20k 50.92
2022-03-31 $1.2M 20k 58.50
2021-12-31 $720k 12k 58.58
2021-09-30 $633k 12k 53.95
2021-06-30 $648k 12k 55.30
2021-03-31 $303k 5.9k 51.60
2020-12-31 $266k 5.9k 45.31
2020-09-30 $227k 5.9k 38.68
2020-06-30 $217k 5.9k 36.89
2020-03-31 $255k 8.1k 31.37
2019-12-31 $643k 15k 42.66

More positions owned by Southern Wealth Management

Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Schwab Intl Small Cap Etf Intl Sceqt Etf (SCHC)
Vanguard Growth Etf Growth Etf (VUG)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Vanguard S&p 500 Etf S&p 500 Etf (VOO)
Ishares Msci Emerging Markets Min Vol Factor Etf Min Vol Emrg Mkt (EEMV)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Mcap Vl Idxvip (VOE)
Vanguard Extended Market Etf Extend Mkt Etf (VXF)
Ishares Msci Emerging Markets Etf Msci Emg Mkt Etf (EEM)
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)
Ishares Russell Midcap Value Index Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Usa Minimum Volatility Index Msci Min Vol Etf (USMV)
Ishares Msci Eafe Small Cap Etf Eafe Sml Cp Etf (SCZ)
Vanguard Value Etf Value Etf (VTV)

View all positions for Southern Wealth Management

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
Ameriprise Financial
Northwest Bancshares
Steele Capital Management
Glassman Wealth Services
Charles Schwab Investment Management
Callan Capital
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Charles Schwab Trust
Lee Financial

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