Sch Fnd Us Lg Etf schwb fdt us lg shares owned by SRS Capital Advisors
Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by SRS Capital Advisors
from 13F filings
Historical chart of SRS Capital 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 SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $24M | 782k | 31.10 |
| 2026-03-31 | $640k | 23k | 27.85 |
| 2025-12-31 | $14k | 530 | 27.23 |
| 2025-06-30 | $1.6k | 65 | 24.71 |
| 2025-03-31 | $1.5k | 65 | 23.77 |
| 2023-09-30 | $22k | 400 | 55.97 |
| 2022-12-31 | $5.0k | 93 | 53.44 |
| 2022-03-31 | $10k | 165 | 60.61 |
| 2021-12-31 | $10k | 165 | 60.61 |
| 2020-06-30 | $8.0k | 215 | 37.21 |
| 2020-03-31 | $7.0k | 215 | 32.56 |
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