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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Shakespeare Wealth Management

Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Shakespeare Wealth Management from 13F filings

Historical chart of Shakespeare Wealth Management investment in Sch Fnd Us Lg Etf schwb fdt us lg

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All positions including Sch Fnd Us Lg Etf schwb fdt us lg held by Shakespeare Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sch Fnd Us Lg Etf schwb fdt us lg by Shakespeare Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.5M 63k 71.76
2024-03-31 $4.5M 67k 67.39
2023-09-30 $4.0M 71k 55.97
2023-06-30 $4.1M 71k 57.57
2023-03-31 $4.0M 73k 54.92
2022-12-31 $4.3M 80k 53.44
2022-09-30 $3.8M 79k 47.77
2022-06-30 $4.1M 79k 51.29
2022-03-31 $5.1M 86k 58.72
2021-12-31 $5.0M 85k 58.61
2021-09-30 $4.3M 79k 54.69
2021-06-30 $4.4M 80k 55.33
2021-03-31 $4.5M 87k 51.67
2020-12-31 $4.1M 91k 45.29
2020-09-30 $3.6M 92k 38.72
2020-06-30 $3.4M 93k 36.84
2020-03-31 $2.1M 65k 31.34
2019-12-31 $2.9M 68k 42.68
2019-09-30 $2.7M 68k 39.56
2019-06-30 $2.7M 68k 39.12
2019-03-31 $2.6M 69k 37.94
2018-12-31 $2.1M 63k 33.98

More positions owned by Shakespeare Wealth Management

Vanguard S&P 500 Value 500 Val Idx Fd (VOOV)
Vanguard S&P 500 Growth 500 Grth Idx F (VOOG)
iShares Core US Agg Bond ETF Core Us Aggbd Et (AGG)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Vanguard Mid Cap Value Mcap Vl Idxvip (VOE)
Vanguard SC Value Sm Cp Val Etf (VBR)
iShares MSCI EAFE Small-Cap Eafe Sml Cp Etf (SCZ)
iShares MSCI EAFE Value Eafe Value Etf (EFV)
iShares MSCI EAFE Growth Eafe Grwth Etf (EFG)
SPDR S&P 400 Mid Cap Growth S&P 400 MDCP GRW (MDYG)
SPDR S&P 600 Small Cap S&P 600 SMCP GRW (SLYG)
iShares Core MSCI Emerging Markets Core Msci Emkt (IEMG)
Dimensional International Small Value Intl Small Cap V (DISV)
Nasdaq 100 Equal Weight SHS (QQEW)
Schwab Fundamental US Schwab Fdt Us Lg (FNDX)

View all positions for Shakespeare Wealth Management

Top funds holding Sch Fnd Us Lg Etf schwb fdt us lg

Charles Schwab Investment Management
Captrust Financial Advisors
Signature Estate and Investment Advisors
McAdam
Northwest Bancshares
Steele Capital Management
Glassman Wealth Services
Envestnet Asset Management
Cornerstone Planning Group
Callan Capital
Morgan Stanley
Bank of America Corporation
Charles Schwab Trust
Financial Strategies Group
Lee Financial

View all funds holding Sch Fnd Us Lg Etf schwb fdt us lg