Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Altium Wealth Management
Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Altium Wealth Management
from 13F filings
Historical chart of Altium 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 Altium Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $500k | 9.8k | 50.93 |
| 2022-03-31 | $569k | 9.7k | 58.48 |
| 2021-12-31 | $535k | 9.1k | 58.64 |
| 2021-09-30 | $487k | 9.0k | 53.91 |
| 2021-06-30 | $494k | 9.0k | 54.68 |
| 2021-03-31 | $550k | 11k | 51.70 |
| 2020-12-31 | $488k | 11k | 45.32 |
| 2020-09-30 | $442k | 11k | 38.74 |
| 2020-06-30 | $417k | 11k | 36.82 |
| 2020-03-31 | $355k | 11k | 31.34 |
| 2019-12-31 | $699k | 16k | 42.68 |
| 2019-09-30 | $643k | 16k | 39.57 |
| 2019-06-30 | $768k | 20k | 39.09 |
| 2019-03-31 | $641k | 17k | 37.97 |
| 2018-12-31 | $568k | 17k | 33.97 |
| 2018-09-30 | $1.2M | 30k | 39.69 |
| 2018-06-30 | $1.1M | 29k | 37.34 |
| 2018-03-31 | $1.7M | 46k | 36.34 |
| 2017-12-31 | $1.8M | 48k | 37.46 |
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