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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Pacific Wealth Strategies Group

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

Historical chart of Pacific Wealth Strategies Group 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 Pacific Wealth Strategies Group 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 Pacific Wealth Strategies Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.7M 76k 61.94
2023-09-30 $4.1M 74k 55.97
2023-06-30 $3.6M 62k 57.57
2023-03-31 $3.3M 61k 54.92
2022-12-31 $3.5M 65k 53.44
2022-09-30 $3.1M 64k 47.75
2022-06-30 $3.9M 76k 50.90
2022-03-31 $9.8M 168k 58.50
2021-12-31 $8.9M 153k 58.61
2021-09-30 $7.6M 140k 53.95
2021-06-30 $7.3M 134k 54.72
2021-03-31 $6.8M 131k 51.67
2020-12-31 $5.0M 108k 46.74
2020-09-30 $3.2M 83k 38.72
2020-06-30 $1.3M 36k 36.84