Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group 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 Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $345k | 13k | 26.30 |
| 2025-06-30 | $868k | 35k | 24.54 |
| 2025-03-31 | $890k | 38k | 23.61 |
| 2024-12-31 | $838k | 35k | 23.68 |
| 2024-09-30 | $830k | 12k | 71.76 |
| 2024-06-30 | $700k | 10k | 66.98 |
| 2024-03-31 | $578k | 8.6k | 67.39 |
| 2023-12-31 | $434k | 7.0k | 61.94 |
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