Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Oxford Financial
Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Oxford Financial
from 13F filings
Historical chart of Oxford Financial 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 Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $28M | 387k | 71.76 |
| 2024-03-31 | $28M | 409k | 67.39 |
| 2023-12-31 | $26M | 421k | 61.94 |
| 2023-09-30 | $24M | 430k | 55.97 |
| 2023-06-30 | $26M | 442k | 57.57 |
| 2023-03-31 | $25M | 451k | 54.92 |
| 2022-12-31 | $24M | 458k | 53.44 |
| 2022-09-30 | $22M | 467k | 47.76 |
| 2022-06-30 | $24M | 473k | 50.90 |
| 2022-03-31 | $29M | 501k | 58.50 |
| 2021-12-31 | $32M | 537k | 58.61 |
| 2021-09-30 | $32M | 592k | 53.95 |
| 2021-06-30 | $33M | 606k | 54.72 |
| 2021-03-31 | $32M | 620k | 51.67 |
| 2020-12-31 | $28M | 620k | 45.29 |
| 2020-09-30 | $25M | 646k | 38.73 |
| 2020-06-30 | $26M | 692k | 36.84 |
| 2020-03-31 | $22M | 701k | 31.33 |
| 2019-12-31 | $33M | 771k | 42.68 |
| 2019-09-30 | $44M | 1.1M | 39.55 |
| 2019-06-30 | $45M | 1.1M | 39.11 |
| 2019-03-31 | $44M | 1.2M | 37.95 |
| 2018-12-31 | $43M | 1.3M | 33.98 |
| 2018-09-30 | $45M | 1.1M | 39.68 |
| 2018-06-30 | $40M | 1.1M | 37.34 |
| 2018-03-31 | $38M | 1.0M | 36.34 |
| 2017-12-31 | $36M | 969k | 37.46 |
| 2017-09-30 | $31M | 892k | 35.15 |
| 2017-06-30 | $31M | 903k | 33.82 |
| 2017-03-31 | $26M | 775k | 33.79 |
| 2016-12-31 | $22M | 679k | 32.63 |
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