Treybourne Wealth Planners »

Sch Fnd Em Lg Etf schb fdt emk lg shares owned by Treybourne Wealth Planners

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

Historical chart of Treybourne Wealth Planners 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 Treybourne Wealth Planners 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 Treybourne Wealth Planners

Quarter filed Position value Share count Share price at filing
2021-06-30 $769k 24k 32.26
2021-03-31 $733k 24k 30.75
2020-12-31 $682k 24k 28.27

More positions owned by Treybourne Wealth Planners

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Morningstar Valu (ILCV)
Eli Lilly & Co. (LLY)
Ishares Tr Core Msci Total (IXUS)
Wisdomtree Tr Us Largecap Divd (DLN)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST)
Ishares Tr Morningstar Grwt (ILCG)
Caesars Entertainment (CZR)
Fs Kkr Capital Corp (FSK)

View all positions for Treybourne Wealth Planners

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

Charles Schwab Investment Advisory
Victory Capital Management
Citadel Advisors
Unison Advisors
Jane Street
Bank of America Corporation
Foster & Motley
Wells Fargo & Company
Aspiriant
ALPS Advisors
UBS Group
Kelman-Lazarov
Callan Capital
National Bank Of Canada /fi/
Raymond James & Associates

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