HB Wealth Management »

Schwab Strategic Tr schwab fdt us bm shares owned by HB Wealth Management

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

Historical chart of HB Wealth Management 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 HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr schwab fdt us bm by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $771k 13k 61.10
2023-09-30 $695k 13k 55.09
2023-06-30 $716k 13k 56.74
2023-03-31 $683k 13k 54.12
2022-12-31 $664k 13k 52.62
2022-09-30 $595k 13k 47.14
2022-06-30 $642k 13k 50.23
2022-03-31 $738k 13k 57.74
2021-12-31 $733k 13k 58.08