Sch Fnd Us Lg Etf schwb fdt us lg shares owned by CapWealth Advisors
Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by CapWealth Advisors
from 13F filings
Historical chart of CapWealth Advisors 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 CapWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $330k | 4.6k | 71.76 |
| 2024-06-30 | $308k | 4.6k | 66.98 |
| 2024-03-31 | $310k | 4.6k | 67.39 |
| 2023-12-31 | $285k | 4.6k | 61.94 |
| 2023-09-30 | $257k | 4.6k | 55.97 |
| 2023-06-30 | $265k | 4.6k | 57.57 |
| 2023-03-31 | $253k | 4.6k | 54.92 |
| 2022-12-31 | $327k | 6.1k | 53.44 |
| 2022-09-30 | $220k | 4.6k | 47.86 |
| 2022-06-30 | $234k | 4.6k | 50.90 |
| 2022-03-31 | $267k | 4.6k | 58.41 |
| 2021-12-31 | $267k | 4.6k | 58.64 |
| 2021-09-30 | $246k | 4.6k | 54.03 |
| 2021-06-30 | $249k | 4.6k | 54.69 |
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