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

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

Historical chart of BCGM 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 BCGM 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 BCGM Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $284k 11k 25.74
2025-06-30 $268k 11k 23.98
2025-03-31 $786k 34k 23.01

More positions owned by BCGM Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Rus 1000 Grw Etf (IWF)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Vanguard World Mega Cap Index (MGC)
Sibanye Stillwater Sponsored Adr (SBSW)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for BCGM Wealth Management

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