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Schwab Strategic Tr schwab fdt us bm shares owned by Creative Planning

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

Historical chart of Creative Planning 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 Creative Planning 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 Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $764k 13k 61.10
2023-09-30 $677k 12k 55.09
2023-06-30 $534k 9.4k 56.74
2023-03-31 $427k 7.9k 54.12
2022-12-31 $415k 7.9k 52.62
2017-06-30 $63k 1.9k 33.82
2017-03-31 $101k 3.0k 33.71
2016-12-31 $5.0k 148 33.78
2016-06-30 $12k 397 30.23
2016-03-31 $17k 587 28.96
2015-12-31 $10k 354 28.25
2015-09-30 $10k 350 28.57