Wealth Forward »

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

Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 20254M4.5M5M5.5M6M150k160k170k180k190k
Value ($)Share countHistorical FNDE position of Wealth Forward Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

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

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 Wealth Forward

Quarter filed Position value Share count Share price at filing
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

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Fundamental Us S (FNDA)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Grwt Allocat Etf (AOR)
Schwab Strategic Tr Fundamental Emer (FNDE)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Apple (AAPL)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Ishares Tr Aggres Alloc Etf (AOA)
Us Bancorp Del Com New (USB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Wealth Forward

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
Envestnet Asset Management
Aspiriant
National Bank Of Canada /fi/
UBS Group
Morningstar Investment Management
Kelman-Lazarov

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