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Schwab Strategic Tr schwab fdt us bm shares owned by Ameriflex Group

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

Historical chart of Ameriflex Group investment in Schwab Strategic Tr schwab fdt us bm

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All positions including Schwab Strategic Tr schwab fdt us bm held by Ameriflex Group 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 Ameriflex Group

Quarter filed Position value Share count Share price at filing
2025-06-30 $4.0k 168 23.77
2025-03-31 $3.9k 168 23.01
2024-12-31 $4.1k 168 24.15

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Top funds holding Schwab Strategic Tr schwab fdt us bm

AlphaCore Capital
Financial Consulate
Opes Wealth Management
Cambridge Investment Research Advisors
HighTower Advisors
Sound Stewardship
Goldman Sachs Group
Morgan Stanley
Brightwater Advisory
Raymond James Financial
Ameriprise Financial
Envestnet Asset Management
Leonard Rickey Investment Advisors P
Guardian Financial Partners
Mezzasalma Advisors

View all funds holding Schwab Strategic Tr schwab fdt us bm