Sch Fnd Em Lg Etf schb fdt emk lg shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Sch Fnd Em Lg Etf schb fdt emk lg
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Quarterly reported holdings in Sch Fnd Em Lg Etf schb fdt emk lg by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $10M | 306k | 33.01 |
| 2025-03-31 | $2.0M | 65k | 30.80 |
| 2024-12-31 | $2.0M | 69k | 29.05 |
| 2024-09-30 | $1.0M | 31k | 32.27 |
| 2024-06-30 | $564k | 19k | 29.57 |
| 2024-03-31 | $587k | 21k | 27.76 |
| 2023-12-31 | $453k | 17k | 27.14 |
| 2023-09-30 | $386k | 15k | 26.22 |
| 2023-06-30 | $390k | 14k | 28.12 |
| 2022-12-31 | $333k | 13k | 24.78 |
| 2022-09-30 | $268k | 11k | 23.48 |
| 2022-06-30 | $218k | 8.4k | 25.89 |
| 2022-03-31 | $294k | 10k | 28.98 |
| 2021-12-31 | $442k | 14k | 31.02 |
| 2021-09-30 | $219k | 42k | 5.19 |
| 2021-03-31 | $257k | 8.4k | 30.72 |
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