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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

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Quarterly 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