Back to BWIN

FINANCIAL CONSULATE, INC → BWIN

FINANCIAL CONSULATE, INC BWIN Position History

The Baldwin Insurance Group, Inc. • Financial Services

Quarters held
1
Latest value
$5K
Q3 2026
Peak value
$5K
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5K144——

Other funds holding BWIN

Other FINANCIAL CONSULATE, INC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$157M
SCHW-PJ

SCHWAB STRATEGIC TR

$155M
SCHW-PJ

SCHWAB STRATEGIC TR

$140M
SCHW-PJ

SCHWAB STRATEGIC TR

$133.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$53.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$53.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$45.9M
NEE-PS

DIMENSIONAL ETF TRUST

$44.4M