Schwab Strategic Tr schwab fdt us bm shares owned by Lee Financial
Quarter-by-quarter ownership of Schwab Strategic Tr schwab fdt us bm (FNDB) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial 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 Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $50k | 815 | 61.10 |
| 2023-09-30 | $45k | 815 | 55.09 |
| 2023-06-30 | $46k | 815 | 56.74 |
| 2023-03-31 | $44k | 815 | 54.12 |
| 2022-12-31 | $43k | 815 | 52.62 |
| 2022-09-30 | $38k | 815 | 46.63 |
| 2022-06-30 | $41k | 815 | 50.31 |
| 2022-03-31 | $47k | 815 | 57.67 |
| 2021-12-31 | $47k | 815 | 57.67 |
| 2021-09-30 | $44k | 815 | 53.99 |
| 2021-06-30 | $44k | 815 | 53.99 |
| 2021-03-31 | $42k | 815 | 51.53 |
| 2020-12-31 | $37k | 815 | 45.40 |
| 2020-09-30 | $31k | 815 | 38.04 |
| 2020-06-30 | $30k | 815 | 36.81 |
| 2020-03-31 | $25k | 815 | 30.67 |
| 2019-12-31 | $34k | 815 | 41.72 |
| 2019-09-30 | $32k | 815 | 39.26 |
| 2019-06-30 | $32k | 815 | 39.26 |
| 2019-03-31 | $31k | 815 | 38.04 |
| 2018-12-31 | $27k | 815 | 33.13 |
| 2018-09-30 | $32k | 815 | 39.26 |
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