Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Garrett Investment Advisors »

Schwab Strategic Tr schwab fdt us bm shares owned by Garrett Investment Advisors

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

Historical chart of Garrett Investment Advisors 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 Garrett Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Schwab Strategic Tr schwab fdt us bm by Garrett Investment Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$651k	9.8k	66.26
2023-12-31	$687k	11k	61.10
2023-09-30	$230k	4.2k	55.09

More positions owned by Garrett Investment Advisors

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

Vanguard Index Fds Total Stk Mkt (VTI)

American Centy Etf Tr Intl Eqt Etf (AVDE)

Wisdomtree Tr Intl Qulty Div (IQDG)

Janus Detroit Str Tr Henderson Mtg (JMBS)

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

Spdr Ser Tr Portfolio S&p400 (SPMD)

Blackrock Etf Trust Ii Flexible Income (BINC)

J P Morgan Exchange Traded F Betabuilders Us (BBAG)

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

Ishares Tr Msci Usa Qlt Fct (QUAL)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

Wisdomtree Tr Us Qtly Div Grt (DGRW)

Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Garrett Investment Advisors

Top funds holding Schwab Strategic Tr schwab fdt us bm

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z