Schwab Strategic Tr schwab fdt us bm shares owned by MorganRosel Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr schwab fdt us bm (FNDB) shares owned by MorganRosel Wealth Management
from 13F filings
Historical chart of MorganRosel Wealth Management 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 MorganRosel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $896k | 14k | 66.26 |
| 2023-12-31 | $926k | 15k | 61.10 |
| 2023-09-30 | $840k | 15k | 55.09 |
| 2023-06-30 | $858k | 15k | 56.74 |
| 2023-03-31 | $819k | 15k | 54.12 |
| 2022-12-31 | $807k | 15k | 52.62 |
| 2022-09-30 | $1.1M | 24k | 47.15 |
| 2022-06-30 | $800k | 16k | 50.24 |
| 2022-03-31 | $827k | 14k | 57.74 |
| 2021-12-31 | $892k | 15k | 58.05 |
| 2021-09-30 | $842k | 16k | 53.57 |
| 2021-06-30 | $767k | 14k | 54.36 |
| 2021-03-31 | $700k | 14k | 51.30 |
| 2020-12-31 | $642k | 14k | 44.88 |
| 2020-09-30 | $523k | 14k | 38.15 |
| 2020-06-30 | $316k | 8.7k | 36.24 |
| 2020-03-31 | $227k | 7.4k | 30.73 |
| 2019-12-31 | $290k | 6.9k | 42.18 |
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