Heritage Wealth Management »

Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Heritage Wealth Management

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

Historical chart of Heritage Wealth Management investment in Sch Fnd Us Lg Etf schwb fdt us lg

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sch Fnd Us Lg Etf schwb fdt us lg by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $941k 35k 27.21
2025-09-30 $870k 33k 26.30
2025-06-30 $645k 26k 24.54