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Schwab Strategic Tr schwab fdt us bm shares owned by Essential Partners

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

Historical chart of Essential Partners 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 Essential Partners 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 Essential Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.5M 127k 27.20
2025-12-31 $3.4M 127k 26.57
2025-09-30 $3.5M 134k 25.74
2025-06-30 $3.2M 133k 23.98

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General Mtrs Stock (GM)
Ge Aerospace Stock (GE)
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View all positions for Essential Partners

Top funds holding Schwab Strategic Tr schwab fdt us bm

AlphaCore Capital
Financial Consulate
Opes Wealth Management
HighTower Advisors
Sound Stewardship
Cambridge Investment Research Advisors
Morgan Stanley
Bank of America Corporation
Raymond James Financial
Envestnet Asset Management
Brightwater Advisory
Paul Damon & Associates
Mariner Wealth Advisors
Leonard Rickey Investment Advisors P
Mml Investors Services

View all funds holding Schwab Strategic Tr schwab fdt us bm