Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth 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 Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $316k | 12k | 26.42 |
| 2025-03-31 | $202k | 8.5k | 23.61 |
| 2024-12-31 | $203k | 8.3k | 24.49 |
| 2018-09-30 | $624k | 17k | 37.77 |
| 2018-06-30 | $528k | 15k | 36.37 |
| 2018-03-31 | $528k | 15k | 36.37 |
| 2017-12-31 | $488k | 13k | 37.47 |
| 2017-09-30 | $274k | 7.8k | 35.21 |
| 2017-06-30 | $231k | 6.8k | 33.81 |
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