Summit Financial »

Sch Fnd Em Lg Etf schb fdt emk lg shares owned by Summit Financial

Quarter-by-quarter ownership of Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Sch Fnd Em Lg Etf schb fdt emk lg

Tip: Access up to 7 years of quarterly data

All positions including Sch Fnd Em Lg Etf schb fdt emk lg held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sch Fnd Em Lg Etf schb fdt emk lg by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 43k 36.16
2025-06-30 $790k 24k 33.01
2025-03-31 $420k 14k 30.80

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

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

Charles Schwab Investment Management
FMR
Morgan Stanley
Victory Capital Management
Bogart Wealth
Foster & Motley
Envestnet Asset Management
Unison Advisors
Advisor Group Holdings
Almanack Investment Partners
Morningstar Investment Management
Aspiriant
AlphaCore Capital
Kelman-Lazarov
Raymond James Financial

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