Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Western Wealth Management
Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Western Wealth Management
from 13F filings
Historical chart of Western Wealth Management 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 Western Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $3.4M | 122k | 27.85 |
| 2025-12-31 | $1.2M | 45k | 27.21 |
| 2025-09-30 | $525k | 20k | 26.30 |
| 2025-06-30 | $494k | 20k | 24.54 |
| 2025-03-31 | $446k | 19k | 23.61 |
| 2024-12-31 | $319k | 14k | 23.68 |
| 2024-09-30 | $567k | 7.9k | 71.76 |
| 2024-06-30 | $237k | 3.5k | 66.98 |
| 2024-03-31 | $240k | 3.6k | 67.39 |
| 2023-12-31 | $365k | 5.9k | 61.94 |
| 2023-09-30 | $299k | 5.3k | 55.97 |
| 2021-12-31 | $233k | 4.0k | 58.91 |
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