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Schwab Strategic Tr schwab fdt us bm shares owned by CI Private Wealth

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

Historical chart of CI Private 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 CI Private 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 CI Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $618k 11k 55.67
2023-09-30 $601k 12k 49.85
2023-06-30 $624k 12k 51.70
2023-03-31 $578k 12k 47.85
2022-12-31 $541k 12k 44.81

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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