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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Arete Wealth Advisors

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

Historical chart of Arete Wealth Advisors 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 Arete Wealth Advisors 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 Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.9M 80k 61.94
2023-09-30 $314k 5.6k 55.97
2023-06-30 $3.5M 61k 57.57
2023-03-31 $749k 14k 54.94
2022-12-31 $628M 12k 53438.85
2022-09-30 $2.4M 49k 47.75
2022-06-30 $306k 4.3k 71.78
2022-03-31 $445k 7.6k 58.49
2021-12-31 $445k 7.6k 58.91
2021-09-30 $395k 7.3k 54.27
2021-06-30 $2.0M 42k 48.20
2021-03-31 $389k 7.5k 51.74
2017-06-30 $274k 8.1k 33.83
2017-03-31 $274k 8.1k 33.83
2016-12-31 $264k 8.1k 32.59