Centurion Wealth Management »

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

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

Historical chart of Centurion 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 Centurion Wealth Management 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 Centurion Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 86k 25.74

More positions owned by Centurion Wealth Management

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Core Total Usd (IUSB)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Global X Fds Artificial Etf (AIQ)

View all positions for Centurion 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