Schwab Strategic Tr schwab fdt us bm shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr schwab fdt us bm (FNDB) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors 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 Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.9M | 31k | 61.10 |
| 2023-09-30 | $1.7M | 31k | 55.09 |
| 2023-06-30 | $1.7M | 29k | 56.74 |
| 2023-03-31 | $1.2M | 23k | 54.12 |
| 2022-12-31 | $2.3M | 44k | 52.62 |
| 2022-09-30 | $2.1M | 45k | 47.12 |
| 2022-06-30 | $2.6M | 51k | 50.23 |
| 2022-03-31 | $3.0M | 53k | 57.74 |
| 2021-12-31 | $3.1M | 53k | 58.05 |
| 2021-09-30 | $4.0k | 69 | 57.97 |
| 2021-06-30 | $2.0k | 41 | 48.78 |
| 2021-03-31 | $1.0k | 14 | 71.43 |
| 2020-12-31 | $15k | 341 | 43.99 |
| 2017-09-30 | $26k | 750 | 34.67 |
| 2017-06-30 | $25k | 750 | 33.33 |
| 2016-09-30 | $23k | 750 | 30.67 |
| 2016-03-31 | $68k | 2.3k | 29.37 |
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