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Schwab Strategic Tr schwab fdt us bm shares owned by Leonard Rickey Investment Advisors P

Quarter-by-quarter ownership of Schwab Strategic Tr schwab fdt us bm (FNDB) shares owned by Leonard Rickey Investment Advisors P from 13F filings

Historical chart of Leonard Rickey Investment Advisors P 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 Leonard Rickey Investment Advisors P 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 Leonard Rickey Investment Advisors P

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.4M 62k 70.37
2024-06-30 $4.1M 62k 65.58
2024-03-31 $4.0M 61k 66.26
2023-12-31 $3.8M 62k 61.10
2023-09-30 $3.4M 62k 55.09
2023-06-30 $3.5M 62k 56.74
2023-03-31 $3.3M 62k 54.12
2022-12-31 $3.4M 64k 52.62
2022-09-30 $3.0M 64k 47.13
2022-06-30 $3.2M 64k 50.22
2022-03-31 $3.7M 64k 57.74
2021-12-31 $3.7M 64k 58.03
2021-09-30 $3.4M 63k 53.56
2021-06-30 $3.4M 64k 53.79
2021-03-31 $3.5M 68k 51.28
2020-12-31 $3.1M 70k 44.89
2020-09-30 $2.7M 71k 38.13
2020-06-30 $2.6M 72k 36.25
2020-03-31 $2.6M 86k 30.70
2019-12-31 $3.8M 91k 42.14
2019-09-30 $3.5M 90k 39.13
2019-06-30 $3.5M 91k 38.68
2019-03-31 $3.7M 98k 37.60
2018-12-31 $3.3M 99k 33.49
2018-09-30 $4.0M 100k 39.53
2018-06-30 $3.7M 100k 37.39
2018-03-31 $3.6M 101k 36.21
2017-12-31 $3.9M 104k 37.28

More positions owned by Leonard Rickey Investment Advisors P

Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core Total Usd (IUSB)
Schwab Charles Family Amt Tax Free Mny (SCTXX)

View all positions for Leonard Rickey Investment Advisors P

Top funds holding Schwab Strategic Tr schwab fdt us bm

Financial Consulate
Callan Capital
HighTower Advisors
Systelligence
Sound Stewardship
Cambridge Investment Research Advisors
Opes Wealth Management
Raymond James Financial Services Advisors
Brightwater Advisory
Morgan Stanley
LPL Financial
Envestnet Asset Management
Guardian Financial Partners
Leonard Rickey Investment Advisors P
CVA Family Office

View all funds holding Schwab Strategic Tr schwab fdt us bm