Wealthspan Partners, LLC / FNDF
Wealthspan Partners, LLC’s Schwab Strategic Tr Position
Does Wealthspan Partners, LLC own Schwab Strategic Tr (FNDF)? Yes — 96.3K shares worth $5M (+1.66% of its 13F portfolio) as of Q1 2026, up from 92.6K shares the prior filed quarter.
Position Value
$5M
Q1 2026
Shares
96.3K
% of Portfolio
+1.66%
Quarters Held
18
currently held
Position History FNDF
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 96.3K | $5M | +1.66% |
| Q4 2025 | 92.6K | $4M | +1.52% |
| Q3 2025 | 89.5K | $4M | +1.47% |
| Q2 2025 | 88.2K | $4M | +1.46% |
| Q1 2025 | 82.0K | $3M | +1.37% |
| Q4 2024 | 89.1K | $3M | +1.41% |
| Q3 2024 | 104.3K | $4M | +1.92% |
| Q2 2024 | 105.1K | $4M | +2.03% |
| Q1 2024 | 99.5K | $4M | +2.09% |
| Q4 2023 | 98.3K | $3M | +2.32% |
| Q3 2023 | 98.1K | $3M | +2.45% |
| Q2 2023 | 95.7K | $3M | +2.44% |
| Q1 2023 | 96.8K | $3M | +2.59% |
| Q4 2022 | 93.1K | $3M | +2.46% |
| Q3 2022 | 99.6K | $3M | +2.59% |
| Q2 2022 | 166.3K | $5M | +4.86% |
| Q1 2022 | 154.5K | $5M | +4.52% |
| Q4 2021 | 108.0K | $4M | +3.11% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealthspan Partners, LLC’s full portfolio or all institutional holders of FNDF.