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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Medallion Wealth Advisors

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

Historical chart of Medallion Wealth Advisors 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 Medallion Wealth 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 Medallion Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 46k 27.85
2025-12-31 $1.2M 43k 27.21
2025-09-30 $1.1M 43k 26.30
2025-06-30 $1.1M 43k 24.82
2025-03-31 $1.0M 44k 23.61
2024-12-31 $1.0M 44k 23.68