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Schwab Strategic Tr schwab fdt us bm shares owned by Intentional Wealth Strategies

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

Historical chart of Intentional Wealth Strategies 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 Intentional Wealth Strategies 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 Intentional Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-03-31 $498k 18k 27.20

More positions owned by Intentional Wealth Strategies

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares A I Inno (BAI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core Msci Total (IXUS)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
New York Life Investments Et Nyli Ftse Intern (HFXI)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Intentional Wealth Strategies

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