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Schwab Strategic Tr schwb fdt int sc shares owned by MorganRosel Wealth Management

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

Historical chart of MorganRosel Wealth Management 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 MorganRosel Wealth Management 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 MorganRosel Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $218k 6.2k 35.47
2023-12-31 $215k 6.2k 34.86

More positions owned by MorganRosel Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Gold Tr Shares Represent (IAUM)
Vanguard Wellington Us Value Factr (VFVA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Pimco Etf Tr Active Bd Etf (BOND)

View all positions for MorganRosel Wealth Management

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