FNDE — SCHWAB STRATEGIC TR

Ownership history in BALANCED WEALTH GROUP LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which BALANCED WEALTH GROUP LLC reported a position in SCHWAB STRATEGIC TR (FNDE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.89% (2025 Q4)
Avg. % of fund
3.89%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 292,548 — — 3.89% $10.6M $36.06
% of Fund (quarterly)    FNDE price (monthly, adj. close)

Other funds also holding FNDE

As of 2025 Q4 — sorted by position size

Seven Springs Wealth Group, LLC 3Y 4.67% Almanack Investment Partners, LLC. 3Y 7Y 4.28% RHS Financial, LLC 3Y 7Y 4.28% LFA - Lugano Financial Advisors SA 3Y 7Y 3.97% Prairiewood Capital, LLC 3Y 3.78% Wealth Forward, LLC 3.59% COWA, LLC 3Y 3.42% DROMS STRAUSS ADVISORS INC /MO/ /ADV 3Y 7Y 3.41% Elgethun Capital Management 3Y 7Y 3.34% Unison Advisors LLC 3Y 7Y 3.15%
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