Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Appleton Partners
Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners 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 Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $594k | 9.6k | 61.99 |
| 2023-09-30 | $542k | 9.7k | 55.98 |
| 2023-06-30 | $660k | 12k | 57.56 |
| 2023-03-31 | $676k | 12k | 54.92 |
| 2022-12-31 | $586k | 11k | 53.48 |
| 2022-09-30 | $517k | 11k | 47.75 |
| 2022-06-30 | $534k | 11k | 50.90 |
| 2022-03-31 | $607k | 10k | 58.50 |
| 2021-12-31 | $598k | 10k | 58.64 |
| 2021-09-30 | $620k | 12k | 53.96 |
| 2021-06-30 | $578k | 11k | 54.69 |
| 2021-03-31 | $537k | 10k | 51.71 |
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