FNDA β€” SCHWAB STRATEGIC TR

Ownership history in HRT FINANCIAL LP  Β·  3 quarters on record

This page tracks every 13F SEC filing in which HRT FINANCIAL LP 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 β€” sourced directly from SEC EDGAR 13F filings.

% of Fund (quarterly)    FNDA price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 13,967 -21,267 -60.4% 0.00% $435K $31.01
2025 Q2 ADDED 35,234 +30,884 +710.0% 0.00% $1.0M $28.42
2024 Q2 INITIATED 4,350 β€” β€” 0.00% $238K β€”

🏒 Other funds also holding FNDA

As of 2025 Q4 β€” 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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