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Schwab Strategic Tr schwab fdt us bm shares owned by Kestra Advisory Services

Quarter-by-quarter ownership of Schwab Strategic Tr schwab fdt us bm (FNDB) shares owned by Kestra Advisory Services from 13F filings

Historical chart of Kestra Advisory Services investment in Schwab Strategic Tr schwab fdt us bm

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All positions including Schwab Strategic Tr schwab fdt us bm held by Kestra Advisory Services 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 Kestra Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $299k 12k 25.74
2025-06-30 $278k 12k 23.98

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View all positions for Kestra Advisory Services

Top funds holding Schwab Strategic Tr schwab fdt us bm

AlphaCore Capital
Financial Consulate
Opes Wealth Management
Cambridge Investment Research Advisors
HighTower Advisors
Sound Stewardship
Goldman Sachs Group
Morgan Stanley
Brightwater Advisory
Raymond James Financial
Ameriprise Financial
Envestnet Asset Management
Leonard Rickey Investment Advisors P
Guardian Financial Partners
Mezzasalma Advisors

View all funds holding Schwab Strategic Tr schwab fdt us bm