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Sch Fnd Em Lg Etf schb fdt emk lg shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates investment in Sch Fnd Em Lg Etf schb fdt emk lg

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All positions including Sch Fnd Em Lg Etf schb fdt emk lg held by Kathleen S. Wright Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sch Fnd Em Lg Etf schb fdt emk lg by Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.6k 194 29.05
2024-09-30 $6.3k 194 32.27

More positions owned by Kathleen S. Wright Associates

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Us Smallcap Fund (EES)
American Express Company (AXP)
Vanguard Intl Divdend Aprectn Etf Iv Intl Dvd Etf (VIGI)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Us Quan Value (QVAL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)

View all positions for Kathleen S. Wright Associates

Top funds holding Sch Fnd Em Lg Etf schb fdt emk lg

Charles Schwab Investment Management
FMR
Victory Capital Management
Goodman & Company, Investment Counsel
Morgan Stanley
Bank of America Corporation
Bogart Wealth
Unison Advisors
Foster & Motley
National Bank Of Canada /fi/
Envestnet Asset Management
Aspiriant
UBS Group
Morningstar Investment Management
Kelman-Lazarov

View all funds holding Sch Fnd Em Lg Etf schb fdt emk lg