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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners 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 Kovitz Investment Group Partners 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 Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $23M 814k 27.85
2025-09-30 $752k 29k 26.30
2025-06-30 $714k 29k 24.54
2025-03-31 $512k 22k 23.61
2024-12-31 $545k 23k 23.68
2024-09-30 $510k 7.1k 71.77