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Schwab Strategic Tr schwab fdt us bm shares owned by Baystate Wealth Management

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

Historical chart of Baystate Wealth Management investment in Schwab Strategic Tr schwab fdt us bm

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr schwab fdt us bm held by Baystate Wealth Management 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 Baystate Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $53k 871 61.16
2023-09-30 $48k 867 55.10
2023-06-30 $49k 863 56.75
2023-03-31 $47k 858 54.17
2022-12-31 $45k 854 52.69
2022-09-30 $40k 850 47.06
2022-06-30 $42k 845 49.70
2022-03-31 $49k 840 58.33
2021-12-31 $49k 837 58.54
2021-09-30 $45k 833 54.02
2021-06-30 $45k 829 54.28
2021-03-31 $42k 826 50.85
2020-12-31 $37k 823 44.96
2020-09-30 $31k 819 37.85
2020-06-30 $29k 812 35.71
2020-03-31 $25k 808 30.94
2019-12-31 $34k 802 42.39