Treybourne Wealth Planners »

Sch Fnd Intl Lg Etf shares owned by Treybourne Wealth Planners

Quarter-by-quarter ownership of Sch Fnd Intl Lg Etf (FNDF) shares owned by Treybourne Wealth Planners from 13F filings

Historical chart of Treybourne Wealth Planners investment in Sch Fnd Intl Lg Etf

Tip: Access up to 7 years of quarterly data

All positions including Sch Fnd Intl Lg Etf 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 Intl Lg Etf by Treybourne Wealth Planners

Quarter filed Position value Share count Share price at filing
2021-06-30 $16M 465k 33.28
2021-03-31 $15M 455k 32.10
2020-12-31 $9.8M 336k 29.28

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 Intl Lg Etf

Charles Schwab Investment Advisory
Wealth Enhancement Advisory Services
Jane Street
Regions Bank
Wells Fargo & Company
Victory Capital Management
Bank of America Corporation
CI Private Wealth
Foster & Motley
Callan Capital
ALPS Advisors
Orion Portfolio Solutions
UBS Group
Sequoia Financial Advisors
Strata Wealth Advisors

View all funds holding Sch Fnd Intl Lg Etf