Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Sch Fnd Us Lg Etf schwb fdt us lg
Tip: Access up to 7 years of quarterly data
All positions including Sch Fnd Us Lg Etf schwb fdt us lg held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Sch Fnd Us Lg Etf schwb fdt us lg by Wealth Enhancement Advisory Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $11M | 169k | 66.98 |
2024-03-31 | $11M | 164k | 67.39 |
2023-12-31 | $6.1M | 98k | 61.94 |
2023-09-30 | $6.0M | 107k | 55.97 |
2023-06-30 | $1.9M | 34k | 57.57 |
2023-03-31 | $1.5M | 28k | 54.92 |
2022-12-31 | $934k | 17k | 55.83 |
2022-09-30 | $817k | 17k | 48.92 |
2022-06-30 | $788k | 15k | 51.81 |
2022-03-31 | $894k | 15k | 58.71 |
2021-12-31 | $875k | 15k | 57.77 |
2021-09-30 | $984k | 17k | 57.05 |
2021-06-30 | $949k | 17k | 54.55 |
2021-03-31 | $1.1M | 21k | 52.54 |
2020-12-31 | $979k | 21k | 46.89 |
2020-09-30 | $877k | 22k | 40.88 |
2020-06-30 | $4.0M | 30k | 134.28 |
2020-03-31 | $1.5M | 42k | 34.89 |
2019-12-31 | $662k | 16k | 42.68 |
2019-09-30 | $504k | 13k | 39.34 |
2019-06-30 | $528k | 13k | 39.98 |
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