Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Kelman-Lazarov
Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Kelman-Lazarov
from 13F filings
Historical chart of Kelman-Lazarov 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 Kelman-Lazarov
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $49M | 794k | 61.94 |
| 2023-09-30 | $45M | 794k | 55.97 |
| 2023-06-30 | $45M | 778k | 57.57 |
| 2023-03-31 | $42M | 756k | 54.92 |
| 2022-12-31 | $40M | 751k | 53.44 |
| 2022-09-30 | $36M | 745k | 47.76 |
| 2022-06-30 | $38M | 740k | 50.90 |
| 2022-03-31 | $46M | 787k | 58.50 |
| 2021-12-31 | $46M | 783k | 58.61 |
| 2021-09-30 | $42M | 773k | 53.95 |
| 2021-06-30 | $42M | 774k | 54.72 |
| 2021-03-31 | $46M | 899k | 51.67 |
| 2020-12-31 | $41M | 894k | 45.29 |
| 2020-09-30 | $35M | 890k | 38.73 |
| 2020-06-30 | $33M | 904k | 36.84 |
| 2020-03-31 | $26M | 839k | 31.33 |
| 2019-12-31 | $18M | 418k | 42.68 |
| 2019-09-30 | $8.8M | 222k | 39.55 |
| 2019-06-30 | $8.5M | 217k | 39.11 |
| 2019-03-31 | $8.7M | 231k | 37.95 |
| 2018-12-31 | $8.2M | 241k | 33.98 |
| 2018-09-30 | $10M | 258k | 39.68 |
| 2018-06-30 | $10M | 270k | 37.34 |
| 2018-03-31 | $8.6M | 238k | 36.34 |
| 2017-12-31 | $8.7M | 232k | 37.46 |
| 2017-09-30 | $7.5M | 212k | 35.15 |
| 2017-06-30 | $6.1M | 179k | 33.82 |
| 2017-03-31 | $5.5M | 161k | 33.79 |
| 2016-12-31 | $4.9M | 150k | 32.63 |
| 2016-09-30 | $4.4M | 143k | 30.69 |
| 2016-06-30 | $3.2M | 105k | 30.39 |
| 2016-03-31 | $2.9M | 100k | 29.59 |
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