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

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

Historical chart of Burns 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 Burns 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 Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $525k 9.5k 55.09
2023-06-30 $523k 9.2k 56.74

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Value Etf (VTV)
Amazon (AMZN)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
UnitedHealth (UNH)
Ishares Tr Sp Smcp600vl Etf (IJS)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Activision Blizzard
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)

View all positions for Burns Wealth Management

Top funds holding Schwab Strategic Tr schwab fdt us bm

Financial Consulate
Callan Capital
HighTower Advisors
Systelligence
Sound Stewardship
Opes Wealth Management
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Guardian Financial Partners
CVA Family Office
Leonard Rickey Investment Advisors P
Townsend Asset Management Corp
UBS Group
Flow Traders US
Milestone Investment Advisors

View all funds holding Schwab Strategic Tr schwab fdt us bm