Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Beacon Financial Planning
Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Beacon Financial Planning
from 13F filings
Historical chart of Beacon Financial Planning 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 Beacon Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $926k | 35k | 26.30 |
| 2025-06-30 | $862k | 35k | 24.54 |
| 2025-03-31 | $928k | 39k | 23.61 |
| 2024-12-31 | $929k | 39k | 23.68 |
| 2024-09-30 | $930k | 13k | 71.76 |
| 2024-06-30 | $429k | 6.4k | 66.98 |
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