FNDA — SCHWAB STRATEGIC TR

Ownership history in MOLLER WEALTH PARTNERS  ·  28 quarters on record

This page tracks every 13F SEC filing in which MOLLER WEALTH PARTNERS 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
8.3% (2023 Q4)
Avg. % of fund
6.6%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,217,660 -16,738 -1.4% 8.03% $38.4M $31.51
2025 Q3 REDUCED 1,234,398 -48,721 -3.8% 8.02% $38.5M $31.01
2025 Q2 ADDED 1,283,119 +168,858 +15.2% 8.12% $36.8M $28.42
2025 Q1 ADDED 1,114,261 +113,945 +11.4% 7.55% $30.5M $27.10
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% 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% First Pacific Financial 3Y 3.67%
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