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Schwab Strategic Tr schwab fdt us bm shares owned by Pinney & Scofield

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

Historical chart of Pinney & Scofield 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 Pinney & Scofield 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 Pinney & Scofield

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.3k 360 25.74
2025-06-30 $8.6k 360 23.98
2025-03-31 $8.3k 360 23.01
2024-12-31 $8.4k 360 23.26

More positions owned by Pinney & Scofield

Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Eli Lilly & Co. (LLY)
Apple (AAPL)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Intl Small Cap E (DFIS)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Long Term Bond (BLV)
Dimensional Etf Trust Intl High Profit (DIHP)

View all positions for Pinney & Scofield

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
Goldman Sachs Group
Morgan Stanley
Brightwater Advisory
Raymond James Financial
Ameriprise Financial
Envestnet Asset Management
Leonard Rickey Investment Advisors P
Guardian Financial Partners
Mezzasalma Advisors

View all funds holding Schwab Strategic Tr schwab fdt us bm