FNDE — SCHWAB STRATEGIC TR

Ownership history in Crossmark Global Holdings, Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which Crossmark Global Holdings, Inc. 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
0.04% (2025 Q1)
Avg. % of fund
0.04%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 58,564 -9,892 -14.5% 0.03% $2.1M $34.89
2025 Q2 REDUCED 68,456 -1,282 -1.8% 0.04% $2.3M $31.85
2025 Q1 INITIATED 69,738 — — 0.04% $2.1M $29.53
% 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% BALANCED WEALTH GROUP LLC 3.89% 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%
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