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

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

Historical chart of GHP 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 GHP Investment Advisors 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 GHP Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.3k 200 26.57

More positions owned by GHP Investment Advisors

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Intl Sel Div Etf (IDV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust State Street Spd (MDYG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Fundamental Intl (FNDC)
Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
ESCO Technologies (ESE)

View all positions for GHP Investment Advisors

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