Balasa Dinverno & Foltz »

Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Balasa Dinverno & Foltz

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

Historical chart of Balasa Dinverno & Foltz 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 Balasa Dinverno & Foltz consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sch Fnd Us Lg Etf schwb fdt us lg by Balasa Dinverno & Foltz

Quarter filed Position value Share count Share price at filing
2022-09-30 $325k 6.8k 47.82
2022-06-30 $346k 6.8k 50.90
2022-03-31 $398k 6.8k 58.56
2021-12-31 $398k 6.8k 58.56
2021-09-30 $367k 6.8k 53.99
2021-06-30 $372k 6.8k 54.73
2021-03-31 $351k 6.8k 51.64
2020-12-31 $308k 6.8k 45.31
2020-09-30 $263k 6.8k 38.69
2020-06-30 $250k 6.8k 36.78
2020-03-31 $385k 12k 31.34
2019-12-31 $524k 12k 42.66
2019-09-30 $486k 12k 39.56

More positions owned by Balasa Dinverno & Foltz

DFA US Marketwide Value ETF Us Mktwide Value (DFUV)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)
Vanguard Small-Cap Growth ETF Sml Cp Grw Etf (VBK)
iShares Edge MSCI USA Momentum Factor ETF Msci Usa Mmentm (MTUM)
iShares Core S&P 500 ETF Core S&p 500 Etf (IVV)
iShares Edge MSCI USA Quality Factor ETF Msci Usa Qlt Fct (QUAL)
Goldman Sachs ActiveBeta International Equity ETF Activebeta Int (GSIE)
Vanguard Growth ETF Growth Etf (VUG)
iShares Russell 1000 Value ETF Rus 1000 Val Etf (IWD)
iShares Edge MSCI Multifactor Intl ETF Intl Eqty Factor (INTF)
DFA International Small Cap ETF Intl Small Cap E (DFIS)
iShares MSCI EAFE ETF Msci Eafe Etf (EFA)
iShares National Muni Bond ETF National Mun Etf (MUB)
DFA Emerging Markets Core Equity 2 ETF Emerging Mkts Co (DFEM)
DFA International Value ETF Internatnal Val (DFIV)

View all positions for Balasa Dinverno & Foltz

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