Paul Damon & Associates »

Schwab Strategic Tr schwab fdt us bm shares owned by Paul Damon & Associates

Quarter-by-quarter ownership of Schwab Strategic Tr schwab fdt us bm (FNDB) shares owned by Paul Damon & Associates from 13F filings

Historical chart of Paul Damon & Associates 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 Paul Damon & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr schwab fdt us bm by Paul Damon & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.5M 93k 26.57
2025-09-30 $1.4M 56k 25.74
2025-06-30 $817k 34k 23.98
2025-03-31 $456k 20k 23.01

More positions owned by Paul Damon & Associates

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Apple (AAPL)
Ishares Tr Core S&p Us Vlu (IUSV)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
First Tr Exchange-traded SHS (FVD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
Microsoft Corporation (MSFT)

View all positions for Paul Damon & Associates

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
Raymond James Financial
Brightwater Advisory
Ameriprise Financial
Envestnet Asset Management
Leonard Rickey Investment Advisors P
Mml Investors Services
Mezzasalma Advisors
Guardian Financial Partners
Advisor Group Holdings

View all funds holding Schwab Strategic Tr schwab fdt us bm