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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Shakespeare Wealth Management

Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Shakespeare Wealth Management from 13F filings

Historical chart of Shakespeare Wealth Management investment in Sch Fnd Us Lg Etf schwb fdt us lg

Tip: Access up to 7 years of quarterly data

All positions including Sch Fnd Us Lg Etf schwb fdt us lg held by Shakespeare Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sch Fnd Us Lg Etf schwb fdt us lg by Shakespeare Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.5M 67k 67.39
2023-09-30 $4.0M 71k 55.97
2023-06-30 $4.1M 71k 57.57
2023-03-31 $4.0M 73k 54.92
2022-12-31 $4.3M 80k 53.44
2022-09-30 $3.8M 79k 47.77
2022-06-30 $4.1M 79k 51.29
2022-03-31 $5.1M 86k 58.72
2021-12-31 $5.0M 85k 58.61
2021-09-30 $4.3M 79k 54.69
2021-06-30 $4.4M 80k 55.33
2021-03-31 $4.5M 87k 51.67
2020-12-31 $4.1M 91k 45.29
2020-09-30 $3.6M 92k 38.72
2020-06-30 $3.4M 93k 36.84
2020-03-31 $2.1M 65k 31.34
2019-12-31 $2.9M 68k 42.68
2019-09-30 $2.7M 68k 39.56
2019-06-30 $2.7M 68k 39.12
2019-03-31 $2.6M 69k 37.94
2018-12-31 $2.1M 63k 33.98

More positions owned by Shakespeare Wealth Management

Vanguard S&P 500 Value 500 Val Idx Fd (VOOV)
Vanguard S&P 500 Growth 500 Grth Idx F (VOOG)
iShares Core US Agg Bond ETF Core Us Aggbd Et (AGG)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Wisdomtree LC Value Intl Equity Fd (DWM)
iShares MSCI EAFE Small-Cap Eafe Sml Cp Etf (SCZ)
Vanguard Mid Cap Value Mcap Vl Idxvip (VOE)
iShares MSCI EAFE Growth Eafe Grwth Etf (EFG)
Vanguard SC Value Sm Cp Val Etf (VBR)
Wisdomtree SC Value Intl Smcap Div (DLS)
iShares Core MSCI Emerging Markets Core Msci Emkt (IEMG)
SPDR S&P 400 Mid Cap S&P 400 MDCP GRW (MDYG)
SPDR S&P 600 Small Cap S&P 600 SMCP GRW (SLYG)
Nasdaq 100 Equal Weight SHS (QQEW)
Schwab Fundamental US Schwab Fdt Us Lg (FNDX)

View all positions for Shakespeare Wealth Management

Top funds holding Sch Fnd Us Lg Etf schwb fdt us lg

Charles Schwab Investment Advisory
Captrust Financial Advisors
Signature Estate and Investment Advisors
McAdam
Ameriprise Financial
Northwest Bancshares
Steele Capital Management
Glassman Wealth Services
Charles Schwab Investment Management
Callan Capital
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Charles Schwab Trust
Lee Financial

View all funds holding Sch Fnd Us Lg Etf schwb fdt us lg