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
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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 |
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