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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Appleton Partners

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

Historical chart of Appleton Partners investment in Sch Fnd Us Lg Etf schwb fdt us lg

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All positions including Sch Fnd Us Lg Etf schwb fdt us lg held by Appleton Partners 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 Appleton Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $602k 8.4k 71.78
2024-06-30 $567k 8.5k 67.01
2024-03-31 $1.0M 15k 67.38
2023-12-31 $594k 9.6k 61.99
2023-09-30 $542k 9.7k 55.98
2023-06-30 $660k 12k 57.56
2023-03-31 $676k 12k 54.92
2022-12-31 $586k 11k 53.48
2022-09-30 $517k 11k 47.75
2022-06-30 $534k 11k 50.90
2022-03-31 $607k 10k 58.50
2021-12-31 $598k 10k 58.64
2021-09-30 $620k 12k 53.96
2021-06-30 $578k 11k 54.69
2021-03-31 $537k 10k 51.71