Schwab Strategic Tr schwab fdt us bm shares owned by Plante Moran Financial Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr schwab fdt us bm (FNDB) shares owned by Plante Moran Financial Advisors
from 13F filings
Historical chart of Plante Moran Financial 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 Plante Moran Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr schwab fdt us bm by Plante Moran Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.0k | 351 | 25.77 |
| 2025-06-30 | $8.4k | 351 | 24.01 |
| 2025-03-31 | $8.9k | 387 | 23.03 |
| 2019-12-31 | $19k | 439 | 43.28 |
| 2019-09-30 | $17k | 439 | 38.72 |
| 2019-06-30 | $17k | 439 | 38.72 |
| 2019-03-31 | $17k | 439 | 38.72 |
| 2018-12-31 | $15k | 439 | 34.17 |
| 2018-09-30 | $17k | 437 | 38.90 |
| 2018-06-30 | $16k | 435 | 36.78 |
| 2018-03-31 | $16k | 435 | 36.78 |
| 2017-12-31 | $16k | 433 | 36.95 |
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