FNDA — SCHWAB STRATEGIC TR

Ownership history in BFI Wealth Solutions, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which BFI Wealth Solutions, LLC reported a position in SCHWAB STRATEGIC TR (FNDA). 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
1.41% (2025 Q4)
Avg. % of fund
1.41%
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 46,981 — — 1.41% $1.5M $31.51
% of Fund (quarterly)    FNDA price (monthly, adj. close)

Other funds also holding FNDA

As of 2025 Q4 — sorted by position size

Prairiewood Capital, LLC 3Y 19.47% Wealth Forward, LLC 10.46% Solitude Financial Services 3Y 10.38% MOLLER WEALTH PARTNERS 3Y 7Y 8.03% Riverpoint Wealth Management Holdings, LLC 3Y 7Y 7.73% Shore Point Advisors, LLC 3Y 6.41% WADDELL & ASSOCIATES, LLC 3Y 6.0% Sound Stewardship, LLC 4.55% Ironwood Investment Counsel, LLC 3Y 7Y 4.35% Seven Springs Wealth Group, LLC 3Y 4.23%
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