Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Oak Wealth Advisors
Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Oak Wealth Advisors
from 13F filings
Historical chart of Oak Wealth Advisors 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 Oak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $218k | 7.8k | 27.85 |
| 2025-12-31 | $213k | 7.8k | 27.21 |
| 2025-09-30 | $225k | 8.5k | 26.30 |
| 2025-06-30 | $240k | 9.8k | 24.54 |
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