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Sch Fnd Intl Lg Etf shares owned by Waterford Advisors

Quarter-by-quarter ownership of Sch Fnd Intl Lg Etf (FNDF) shares owned by Waterford Advisors from 13F filings

Historical chart of Waterford Advisors investment in Sch Fnd Intl Lg Etf

Tip: Access up to 7 years of quarterly data

All positions including Sch Fnd Intl Lg Etf held by Waterford Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sch Fnd Intl Lg Etf by Waterford Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $16M 435k 35.61
2023-09-30 $8.9M 281k 31.67
2023-06-30 $8.9M 276k 32.29
2023-03-31 $8.3M 266k 31.27
2022-12-31 $7.6M 261k 29.07

More positions owned by Waterford Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard World Mega Cap Index (MGC)

View all positions for Waterford Advisors

Top funds holding Sch Fnd Intl Lg Etf

Charles Schwab Investment Advisory
Wealth Enhancement Advisory Services
Regions Bank
Auto-Owners Insurance
Wells Fargo & Company
Morgan Stanley
Victory Capital Management
Bank of America Corporation
Northwestern Mutual Wealth Management Company
CI Private Wealth
Ameriprise Financial
Foster & Motley
Jane Street
Callan Capital
ALPS Advisors

View all funds holding Sch Fnd Intl Lg Etf