Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Keyvantage Wealth »

Schwab Strategic Tr schwab fdt us bm shares owned by Keyvantage Wealth

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

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

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

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

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$373k	15k	25.74
2025-06-30	$347k	15k	23.98
2025-03-31	$333k	15k	23.01

More positions owned by Keyvantage Wealth

Schwab International Equity Etf Etf (SCHF)

Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)

Jpmorgan Active Growth Etf Etf (JGRO)

Jpmorgan Active Value Etf Etf (JAVA)

Schwab U.s. Large-cap Etf Etf (SCHX)

Schwab Intermediate-term Us Treasury Etf Etf (SCHR)

Schwab U.s. Large-cap Growth Etf Etf (SCHG)

Vanguard Short-term Corporate Bond Etf Etf (VCSH)

Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)

Vanguard Mid-cap Etf Etf (VO)

Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)

Schwab International Small-cap Equity Etf Etf (SCHC)

Jpmorgan Municipal Etf Etf (JMUB)

Vanguard Small-cap Etf Etf (VB)

Dimensional Us Small Cap Value Etf Etf (DFSV)

View all positions for Keyvantage Wealth

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

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

© 2025 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z