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

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

Historical chart of Cassady Schiller 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 Cassady Schiller 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 Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $41k 607 67.39
2023-03-31 $3.9k 71 54.92
2022-12-31 $3.8k 71 53.44

More positions owned by Cassady Schiller Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Procter & Gamble Company (PG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Cintas Corporation (CTAS)
Ishares Tr Russell 3000 Etf (IWV)
Apple (AAPL)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Us Bancorp Del Com New (USB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Cassady Schiller 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