Schwab Strategic Tr schwab fdt us bm shares owned by IFP Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr schwab fdt us bm (FNDB) shares owned by IFP Advisors
from 13F filings
Historical chart of IFP Advisors investment in Schwab Strategic Tr schwab fdt us bm
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Quarterly reported holdings in Schwab Strategic Tr schwab fdt us bm by IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $11k | 459 | 23.01 |
| 2024-12-31 | $11k | 459 | 23.26 |
| 2024-09-30 | $11k | 153 | 70.37 |
| 2023-03-31 | $19k | 500 | 37.62 |
| 2022-12-31 | $5.0k | 105 | 47.62 |
| 2022-09-30 | $8.0k | 165 | 48.48 |
| 2022-06-30 | $8.0k | 165 | 48.48 |
| 2022-03-31 | $8.0k | 165 | 48.48 |
| 2021-12-31 | $7.0k | 125 | 56.00 |
| 2021-09-30 | $7.0k | 125 | 56.00 |
| 2021-06-30 | $7.0k | 125 | 56.00 |
| 2021-03-31 | $7.0k | 125 | 56.00 |
| 2020-12-31 | $5.0k | 125 | 40.00 |
| 2020-09-30 | $5.0k | 125 | 40.00 |
| 2020-06-30 | $4.0k | 125 | 32.00 |
| 2020-03-31 | $4.0k | 125 | 32.00 |
| 2019-12-31 | $5.0k | 125 | 40.00 |
| 2019-09-30 | $5.0k | 125 | 40.00 |
| 2018-12-31 | $4.0k | 125 | 32.00 |
| 2018-09-30 | $5.0k | 125 | 40.00 |
| 2018-06-30 | $5.0k | 125 | 40.00 |
| 2018-03-31 | $5.0k | 125 | 40.00 |
| 2017-12-31 | $5.0k | 125 | 40.00 |
| 2017-09-30 | $4.0k | 125 | 32.00 |
| 2017-06-30 | $4.0k | 125 | 32.00 |
| 2017-03-31 | $4.0k | 125 | 32.00 |
| 2016-12-31 | $4.0k | 125 | 32.00 |
| 2016-09-30 | $4.0k | 125 | 32.00 |
| 2016-06-30 | $4.0k | 125 | 32.00 |
| 2016-03-31 | $4.0k | 125 | 32.00 |
| 2015-12-31 | $6.0k | 225 | 26.67 |
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