Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Wade Financial Advisory
Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Wade Financial Advisory
from 13F filings
Historical chart of Wade Financial Advisory 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 Wade Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 17k | 71.76 |
| 2024-06-30 | $1.1M | 17k | 66.98 |
| 2024-03-31 | $1.2M | 17k | 67.39 |
| 2023-12-31 | $1.1M | 18k | 61.94 |
| 2023-09-30 | $997k | 18k | 55.97 |
| 2023-06-30 | $1.0M | 18k | 57.57 |
| 2023-03-31 | $1.0M | 19k | 54.92 |
| 2022-12-31 | $995k | 19k | 53.44 |
| 2022-09-30 | $889k | 19k | 47.75 |
| 2022-06-30 | $948k | 19k | 50.92 |
| 2022-03-31 | $435k | 7.4k | 58.56 |
| 2021-12-31 | $327k | 5.6k | 58.57 |
| 2021-09-30 | $301k | 5.6k | 53.91 |
| 2021-06-30 | $306k | 5.6k | 54.81 |
| 2021-03-31 | $384k | 7.4k | 51.69 |
| 2020-12-31 | $336k | 7.4k | 45.23 |
| 2020-09-30 | $305k | 7.9k | 38.71 |
| 2020-06-30 | $290k | 7.9k | 36.81 |
| 2020-03-31 | $249k | 8.0k | 31.29 |
| 2019-12-31 | $422k | 9.9k | 42.72 |
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