Sch Fnd Us Lg Etf schwb fdt us lg shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth 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 EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $14M | 574k | 24.54 |
| 2025-03-31 | $1.8M | 75k | 23.61 |
| 2024-12-31 | $1.6M | 69k | 23.68 |
| 2024-09-30 | $1.6M | 22k | 71.76 |
| 2024-06-30 | $1.5M | 23k | 66.98 |
| 2024-03-31 | $841k | 13k | 67.39 |
| 2023-12-31 | $464k | 7.5k | 61.94 |
| 2023-09-30 | $505k | 9.0k | 55.97 |
| 2023-06-30 | $333k | 27k | 12.26 |
| 2022-03-31 | $372k | 6.4k | 58.54 |
| 2021-12-31 | $362k | 6.2k | 58.67 |
| 2021-03-31 | $240k | 4.6k | 51.62 |
| 2017-03-31 | $286k | 8.5k | 33.81 |
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