Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Creative Planning
Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Creative Planning
from 13F filings
Historical chart of Creative 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 Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $26M | 421k | 61.94 |
| 2023-09-30 | $24M | 420k | 55.97 |
| 2023-06-30 | $23M | 392k | 57.57 |
| 2023-03-31 | $22M | 402k | 54.92 |
| 2022-12-31 | $20M | 369k | 53.44 |
| 2022-09-30 | $19M | 388k | 47.76 |
| 2022-06-30 | $20M | 390k | 50.90 |
| 2022-03-31 | $20M | 337k | 58.50 |
| 2021-12-31 | $19M | 321k | 58.61 |
| 2021-09-30 | $18M | 326k | 53.95 |
| 2021-06-30 | $17M | 313k | 54.72 |
| 2021-03-31 | $2.8M | 55k | 51.67 |
| 2020-12-31 | $2.4M | 53k | 45.29 |
| 2020-09-30 | $2.2M | 56k | 38.73 |
| 2020-06-30 | $1.5M | 40k | 36.84 |
| 2020-03-31 | $1.4M | 45k | 31.32 |
| 2019-12-31 | $2.1M | 49k | 42.69 |
| 2019-09-30 | $1.5M | 37k | 39.55 |
| 2019-06-30 | $1.4M | 36k | 39.12 |
| 2019-03-31 | $1.1M | 30k | 37.93 |
| 2018-12-31 | $1.1M | 31k | 33.97 |
| 2018-09-30 | $1.6M | 39k | 39.69 |
| 2018-06-30 | $923k | 25k | 37.32 |
| 2018-03-31 | $925k | 25k | 36.36 |
| 2017-12-31 | $718k | 19k | 37.47 |
| 2017-09-30 | $498k | 14k | 35.16 |
| 2017-06-30 | $333k | 9.9k | 33.80 |
| 2017-03-31 | $136k | 4.0k | 33.75 |
| 2016-12-31 | $109k | 3.3k | 32.55 |
| 2016-09-30 | $78k | 2.5k | 31.19 |
| 2016-06-30 | $134k | 4.4k | 30.36 |
| 2016-03-31 | $70k | 2.4k | 29.52 |
| 2015-12-31 | $57k | 2.0k | 28.83 |
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