Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Vista Wealth Management Group
Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Vista Wealth Management Group
from 13F filings
Historical chart of Vista Wealth Management Group investment in Sch Fnd Us Lg Etf schwb fdt us lg
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All positions including Sch Fnd Us Lg Etf schwb fdt us lg held by Vista Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Sch Fnd Us Lg Etf schwb fdt us lg by Vista Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $363k | 5.1k | 71.76 |
| 2024-06-30 | $342k | 5.1k | 66.98 |
| 2022-09-30 | $350k | 6.8k | 51.74 |
| 2022-06-30 | $398k | 7.8k | 50.90 |
| 2022-03-31 | $460k | 7.9k | 58.55 |
| 2021-12-31 | $908k | 16k | 58.61 |
| 2021-09-30 | $864k | 16k | 53.95 |
| 2021-06-30 | $883k | 16k | 54.73 |
| 2021-03-31 | $890k | 17k | 51.68 |
| 2020-12-31 | $818k | 18k | 45.30 |
| 2020-09-30 | $722k | 19k | 38.72 |
| 2020-06-30 | $1.7M | 46k | 36.84 |
| 2020-03-31 | $1.7M | 55k | 31.33 |
| 2019-12-31 | $2.3M | 54k | 42.68 |
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