Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial 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 Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.9M | 31k | 61.94 |
| 2023-09-30 | $1.8M | 33k | 55.97 |
| 2023-06-30 | $1.9M | 33k | 57.57 |
| 2023-03-31 | $1.9M | 35k | 54.92 |
| 2022-12-31 | $1.9M | 35k | 53.44 |
| 2022-09-30 | $1.3M | 28k | 47.76 |
| 2022-06-30 | $1.5M | 29k | 50.92 |
| 2022-03-31 | $1.7M | 29k | 58.49 |
| 2021-12-31 | $1.8M | 31k | 58.61 |
| 2021-09-30 | $1.7M | 32k | 53.96 |
| 2021-06-30 | $2.2M | 41k | 54.71 |
| 2021-03-31 | $2.1M | 41k | 51.68 |
| 2020-12-31 | $2.1M | 46k | 45.30 |
| 2020-09-30 | $1.8M | 46k | 38.72 |
| 2020-06-30 | $1.9M | 52k | 36.83 |
| 2020-03-31 | $1.6M | 46k | 34.14 |
| 2019-12-31 | $2.2M | 52k | 42.68 |
| 2019-09-30 | $2.0M | 52k | 39.54 |
| 2019-06-30 | $2.0M | 51k | 39.11 |
| 2019-03-31 | $991k | 26k | 37.93 |
| 2018-12-31 | $247k | 7.3k | 34.03 |
| 2018-09-30 | $258k | 6.9k | 37.34 |
| 2018-06-30 | $267k | 6.9k | 38.65 |
| 2018-03-31 | $156k | 4.3k | 36.28 |
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