Schwab Strategic Tr schwab fdt us bm shares owned by Balasa Dinverno & Foltz
Quarter-by-quarter ownership of Schwab Strategic Tr schwab fdt us bm (FNDB) shares owned by Balasa Dinverno & Foltz
from 13F filings
Historical chart of Balasa Dinverno & Foltz investment in Schwab Strategic Tr schwab fdt us bm
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Quarterly reported holdings in Schwab Strategic Tr schwab fdt us bm by Balasa Dinverno & Foltz
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $500k | 12k | 41.96 |
| 2022-06-30 | $526k | 12k | 44.15 |
| 2022-03-31 | $640k | 12k | 53.42 |
| 2021-12-31 | $677k | 6.0k | 112.98 |
| 2021-09-30 | $679k | 6.5k | 103.82 |
| 2021-06-30 | $728k | 7.0k | 104.31 |
| 2021-03-31 | $685k | 7.1k | 96.67 |
| 2020-12-31 | $649k | 7.1k | 90.92 |
| 2020-09-30 | $581k | 7.3k | 79.71 |
| 2020-06-30 | $531k | 7.2k | 73.54 |
| 2020-03-31 | $442k | 7.3k | 60.41 |
| 2019-12-31 | $546k | 7.1k | 76.93 |
| 2019-09-30 | $528k | 7.4k | 71.01 |
| 2019-06-30 | $530k | 7.5k | 70.48 |
| 2019-03-31 | $512k | 7.5k | 68.08 |
| 2018-12-31 | $431k | 7.2k | 59.99 |
| 2018-09-30 | $565k | 8.0k | 70.35 |
| 2018-06-30 | $541k | 8.2k | 65.99 |
| 2018-03-31 | $521k | 8.2k | 63.73 |
| 2017-12-31 | $520k | 8.1k | 64.50 |
| 2017-09-30 | $519k | 8.5k | 60.91 |
| 2015-12-31 | $201k | 4.1k | 49.11 |
| 2015-09-30 | $202k | 4.3k | 46.46 |
| 2015-06-30 | $216k | 4.3k | 50.28 |
| 2015-03-31 | $217k | 4.3k | 50.56 |
| 2014-09-30 | $208k | 4.4k | 47.59 |
| 2014-06-30 | $206k | 4.3k | 47.76 |
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