Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Planned Solutions
Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Planned Solutions
from 13F filings
Historical chart of Planned Solutions 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 Planned Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $25M | 345k | 71.76 |
| 2024-06-30 | $23M | 343k | 66.98 |
| 2024-03-31 | $23M | 343k | 67.39 |
| 2023-12-31 | $21M | 341k | 61.94 |
| 2023-09-30 | $19M | 341k | 55.97 |
| 2023-06-30 | $19M | 334k | 57.57 |
| 2023-03-31 | $18M | 326k | 54.92 |
| 2022-12-31 | $20M | 367k | 53.44 |
| 2022-09-30 | $18M | 370k | 47.76 |
| 2022-06-30 | $18M | 362k | 50.90 |
| 2022-03-31 | $21M | 351k | 58.50 |
| 2021-12-31 | $20M | 349k | 58.61 |
| 2021-06-30 | $19M | 346k | 54.72 |
| 2021-03-31 | $18M | 344k | 51.67 |
| 2020-12-31 | $16M | 342k | 45.29 |
| 2020-09-30 | $13M | 333k | 38.73 |
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