FNDF — SCHWAB STRATEGIC TR

Ownership history in Forefront Wealth Partners, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Forefront Wealth Partners, LLC reported a position in SCHWAB STRATEGIC TR (FNDF). 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
3.04% (2025 Q4)
Avg. % of fund
2.48%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 142,059 +4,016 +2.9% 3.04% $6.4M $45.21
2025 Q3 ADDED 138,043 +24,657 +21.7% 1.49% $5.9M $41.70
2025 Q2 UNCHANGED 113,386 — 0% 2.58% $3.8M $38.85
2025 Q1 INITIATED 113,386 — — 2.81% $3.8M $34.89
% of Fund (quarterly)    FNDF price (monthly, adj. close)

Other funds also holding FNDF

As of 2025 Q4 — sorted by position size

Mountain Capital Investment Advisors Inc. 3Y 7Y 20.56% Strata Wealth Advisors, LLC 15.61% Sound Portfolio Advisors, LLC 14.64% Verde Capital Management 3Y 9.46% Red Tortoise LLC 3Y 8.78% KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 8.59% Solitude Financial Services 3Y 8.59% MFA WEALTH ADVISORS, LLC 3Y 7Y 8.57% Latko Wealth Management, Ltd. 8.31% Barry Investment Advisors, LLC 3Y 7Y 7.99%
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