Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Baystate Wealth Management
Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Baystate Wealth Management
from 13F filings
Historical chart of Baystate Wealth Management investment in Sch Fnd Us Lg Etf schwb fdt us lg
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Quarterly reported holdings in Sch Fnd Us Lg Etf schwb fdt us lg by Baystate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.4M | 55k | 61.94 |
| 2023-09-30 | $3.3M | 59k | 55.97 |
| 2023-06-30 | $3.4M | 60k | 57.57 |
| 2023-03-31 | $3.2M | 58k | 54.92 |
| 2022-12-31 | $3.3M | 62k | 53.44 |
| 2022-09-30 | $570k | 12k | 47.73 |
| 2022-06-30 | $2.6M | 51k | 50.90 |
| 2022-03-31 | $88k | 1.5k | 58.55 |
| 2021-12-31 | $88k | 1.5k | 58.59 |
| 2021-09-30 | $71k | 1.3k | 53.71 |
| 2021-06-30 | $72k | 1.3k | 54.46 |
| 2021-03-31 | $68k | 1.3k | 51.44 |
| 2020-12-31 | $60k | 1.3k | 45.39 |
| 2020-09-30 | $51k | 1.3k | 38.58 |
| 2020-06-30 | $49k | 1.3k | 37.07 |
| 2020-03-31 | $41k | 1.3k | 31.01 |
| 2019-12-31 | $56k | 1.3k | 42.36 |
| 2019-09-30 | $52k | 1.3k | 39.33 |
| 2019-06-30 | $52k | 1.3k | 39.33 |
| 2019-03-31 | $52k | 1.3k | 39.33 |
| 2018-12-31 | $52k | 1.4k | 36.49 |
| 2017-12-31 | $57k | 1.4k | 39.45 |
| 2017-09-30 | $51k | 1.4k | 35.29 |
| 2017-06-30 | $49k | 1.4k | 34.03 |
| 2017-03-31 | $34k | 1.0k | 33.33 |
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