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
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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
Download as csv Download as ExcelQuarterly 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 |
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