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Schwab Strategic Tr schwab fdt us bm shares owned by Mezzasalma Advisors

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

Historical chart of Mezzasalma Advisors 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 Mezzasalma Advisors 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 Mezzasalma Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.4M 49k 70.37
2024-06-30 $3.2M 49k 65.58
2024-03-31 $1.8M 28k 66.26
2023-12-31 $346k 5.7k 61.10