Brightwater Advisory »

Schwab Strategic Tr schwab fdt us bm shares owned by Brightwater Advisory

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

Historical chart of Brightwater Advisory 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 Brightwater Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr schwab fdt us bm by Brightwater Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.5M 107k 70.37
2024-06-30 $7.4M 113k 65.58
2024-03-31 $7.8M 117k 66.26

More positions owned by Brightwater Advisory

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Fundamental Us B (FNDB)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Rus 1000 Val Etf (IWD)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Fundamental Us S (FNDA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Tidal Tr Ii Blueprint Chesap (TFPN)
Ishares Tr S&p Mc 400vl Etf (IJJ)
AFLAC Incorporated (AFL)

View all positions for Brightwater Advisory

Top funds holding Schwab Strategic Tr schwab fdt us bm

Financial Consulate
Callan Capital
HighTower Advisors
Systelligence
Sound Stewardship
Cambridge Investment Research Advisors
Opes Wealth Management
Raymond James Financial Services Advisors
Brightwater Advisory
Morgan Stanley
LPL Financial
Envestnet Asset Management
Guardian Financial Partners
Leonard Rickey Investment Advisors P
CVA Family Office

View all funds holding Schwab Strategic Tr schwab fdt us bm