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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by First Foundation Advisors

Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by First Foundation Advisors from 13F filings

Historical chart of First Foundation Advisors investment in Sch Fnd Us Lg Etf schwb fdt us lg

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All positions including Sch Fnd Us Lg Etf schwb fdt us lg held by First Foundation Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sch Fnd Us Lg Etf schwb fdt us lg by First Foundation Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $209k 6.7k 31.10
2023-06-30 $201k 3.5k 57.57
2023-03-31 $223k 4.1k 54.92
2022-12-31 $203k 3.8k 53.44
2022-09-30 $253k 5.3k 47.68
2022-06-30 $263k 5.2k 50.96
2022-03-31 $302k 5.2k 58.52