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Schwab Strategic Tr schwb fdt int sc shares owned by MB Generational Wealth

Quarter-by-quarter ownership of Schwab Strategic Tr schwb fdt int sc (FNDC) shares owned by MB Generational Wealth from 13F filings

Historical chart of MB Generational Wealth investment in Schwab Strategic Tr schwb fdt int sc

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr schwb fdt int sc held by MB Generational Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr schwb fdt int sc by MB Generational Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $248k 7.1k 34.86

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Ishares Tr S&p 100 Etf (OEF)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
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Vanguard Index Fds Sm Cp Val Etf (VBR)
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Ishares Tr Mrning Sm Cp Etf (ISCV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust International (DFSI)

View all positions for MB Generational Wealth

Top funds holding Schwab Strategic Tr schwb fdt int sc

Charles Schwab Investment Advisory
Jane Street
Victory Capital Management
Citadel Advisors
GHP Investment Advisors
Clarius
Mercer Global Advisors
Lincoln National
United Capital Financial Advisers
Prairiewood Capital
Geneos Wealth Management
UBS Group
Dynamic Advisors Solutions
Collective Family Office
Cherry Tree Wealth Management

View all funds holding Schwab Strategic Tr schwb fdt int sc