Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Sterling Financial Planning
Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Sterling Financial Planning
from 13F filings
Historical chart of Sterling Financial Planning 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 Sterling Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.2M | 137k | 67.39 |
| 2023-12-31 | $8.6M | 139k | 61.94 |
| 2023-09-30 | $7.7M | 137k | 55.97 |
| 2023-06-30 | $7.9M | 137k | 57.57 |
| 2023-03-31 | $7.0M | 127k | 54.92 |
| 2022-12-31 | $6.3M | 118k | 53.44 |
| 2022-09-30 | $5.6M | 116k | 47.76 |
| 2022-06-30 | $5.5M | 108k | 50.90 |
| 2022-03-31 | $6.0M | 102k | 58.50 |
| 2021-12-31 | $6.1M | 104k | 58.61 |
| 2021-09-30 | $5.6M | 104k | 53.95 |
| 2021-06-30 | $5.8M | 105k | 54.72 |
| 2021-03-31 | $5.5M | 106k | 51.67 |
| 2020-12-31 | $5.0M | 110k | 45.29 |
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