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Schwab Strategic Tr schwab fdt us bm shares owned by Channel Wealth

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

Historical chart of Channel Wealth 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 Channel Wealth 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 Channel Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $686k 10k 66.26
2023-12-31 $865k 14k 61.10
2023-09-30 $931k 17k 55.09
2023-06-30 $961k 17k 56.74
2023-03-31 $905k 17k 54.12

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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