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

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

Historical chart of Wealth Forward 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 Wealth Forward 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 Wealth Forward

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.3M 175k 36.16
2025-06-30 $6.2M 187k 33.01
2025-03-31 $5.8M 187k 30.80
2024-12-31 $5.5M 190k 29.05
2024-09-30 $6.0M 185k 32.27
2024-06-30 $4.6M 156k 29.57
2024-03-31 $4.3M 156k 27.76
2023-12-31 $4.1M 150k 27.14

More positions owned by Wealth Forward

Ishares Tr S&p 100 Etf (OEF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Fundamental Us S (FNDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Morningstr Us Eq (ILCB)
Bny Mellon Etf Trust Core Bond Etf (BKAG)
Schwab Strategic Tr Fundamental Emer (FNDE)
Bny Mellon Etf Trust Internationl Eqt (BKIE)
Ishares Tr Core 60/40 Balan (AOR)
Spdr Series Trust Portfli High Yld (SPHY)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Apple (AAPL)

View all positions for Wealth Forward

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