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Schwab Strategic Tr schwb fdt int sc shares owned by WMS Partners

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

Historical chart of WMS Partners 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 WMS Partners 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 WMS Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $645k 19k 34.86
2023-09-30 $619k 19k 32.14
2023-06-30 $614k 19k 33.19
2023-03-31 $613k 19k 33.13
2022-12-31 $611k 20k 31.26
2022-09-30 $586k 22k 27.18

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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
Geneos Wealth Management
Prairiewood Capital
UBS Group
Dynamic Advisors Solutions
Collective Family Office
Cherry Tree Wealth Management

View all funds holding Schwab Strategic Tr schwb fdt int sc