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Schwab Strategic Tr schwab fdt us bm shares owned by Paracle Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr schwab fdt us bm (FNDB) shares owned by Paracle Advisors from 13F filings

Historical chart of Paracle Advisors investment in Schwab Strategic Tr schwab fdt us bm

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr schwab fdt us bm held by Paracle Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr schwab fdt us bm by Paracle Advisors

Quarter filed Position value Share count Share price at filing
2021-03-31 $1.3M 25k 51.27
2020-12-31 $1.1M 24k 44.86
2020-09-30 $867k 23k 38.12
2020-06-30 $824k 23k 36.23
2020-03-31 $696k 23k 30.70
2019-12-31 $839k 20k 42.09
2019-09-30 $543k 14k 39.11
2019-06-30 $536k 14k 38.61
2019-03-31 $522k 14k 37.60
2018-12-31 $431k 13k 33.45
2018-09-30 $509k 13k 39.51
2018-06-30 $481k 13k 37.34
2018-03-31 $466k 13k 36.17
2017-12-31 $480k 13k 37.26
2017-09-30 $451k 13k 35.01
2017-06-30 $434k 13k 33.69
2017-03-31 $434k 13k 33.69
2016-12-31 $419k 13k 32.52
2016-09-30 $400k 13k 31.05
2016-06-30 $386k 13k 29.96
2016-03-31 $368k 13k 29.32

More positions owned by Paracle Advisors

Vanguard Index Fds Vanguard Mid Cap Etf (VO)
Vanguard Index Fds Formerly Vanguard Index S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fd Inc Total Bd Market Total Bnd Mrkt (BND)
Indexiq Tr Iq Hedge Multi-Strategy Hedge Mlti Etf (QAI)
Vanguard Intl Equity Index Fds Ftse Emg Mkts Ftse Emr Mk Etf (VWO)
Vanguard Ftse Developed Market Ftse Dev Mkt Etf (VEA)
Guggenheim S&P Midcap 400 Pure Growth Gug S&pmc400pg
Wisdomtree Us Midcap Dividend Us Midcap Divid (DON)
Lattice Emerging Markets Strategy Em Strategies (ROAM)
Lattice Developed Mkts Dev Mk X Us St (RODM)
Hartford Multifactor Us Equity Hartgfd Us Eqty (ROUS)
Ishares National Muni Bond National Mun Etf (MUB)
Ishares Core Msci Intl Dev Mkts Core Msci Intl (IDEV)
Ishares Core Msci Emerging Markets Core Msci Emkt (IEMG)
Ishares Core S&P Mid-Cap Core S&p Mcp Etf (IJH)

View all positions for Paracle Advisors

Top funds holding Schwab Strategic Tr schwab fdt us bm

Financial Consulate
Callan Capital
HighTower Advisors
Systelligence
Sound Stewardship
Opes Wealth Management
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Guardian Financial Partners
CVA Family Office
Leonard Rickey Investment Advisors P
Townsend Asset Management Corp
UBS Group
Flow Traders US
Milestone Investment Advisors

View all funds holding Schwab Strategic Tr schwab fdt us bm