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

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

Historical chart of Marble 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 Marble Wealth 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 Marble Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $838k 32k 26.57

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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
Brightwater Advisory
Raymond James Financial
Ameriprise Financial
Envestnet Asset Management
Leonard Rickey Investment Advisors P
Mezzasalma Advisors
Mml Investors Services
Guardian Financial Partners
CVA Family Office

View all funds holding Schwab Strategic Tr schwab fdt us bm