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Schwab Strategic Tr schwab fdt us bm shares owned by Redwood Wealth Management Group

Quarter-by-quarter ownership of Schwab Strategic Tr schwab fdt us bm (FNDB) shares owned by Redwood Wealth Management Group from 13F filings

Historical chart of Redwood Wealth Management Group 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 Redwood Wealth Management Group 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 Redwood Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.0k 45 65.58

More positions owned by Redwood Wealth Management Group

Schwab Value Advantage Money Investor Shares MMN (SWVXX)
Schwab Government Money Inv MMN (SNVXX)
Hon Hai Precision Ordf Ufo (HNHAF)
Microsoft Corporation (MSFT)
International Business Machines (IBM)
Apple (AAPL)
Schwab Value Advantage Money Ultra Shares MMN (SNAXX)
Ishares S&p 500 Growth Etf Uie (IVW)
Ishares Core S&p 500 Etf Uie (IVV)
NVIDIA Corporation (NVDA)
Ishares Russell 2000 Etf Uie (IWM)
Energy Transfer MLP (ET)
Fidelity Advisor Growth Opps I MFC (FAGCX)
Broadcom (AVGO)
Spdr S&p Dividend Etf Uie (SDY)

View all positions for Redwood Wealth Management Group

Top funds holding Schwab Strategic Tr schwab fdt us bm

Financial Consulate
Callan Capital
HighTower Advisors
Systelligence
Sound Stewardship
Cambridge Investment Research Advisors
Opes Wealth Management
Raymond James Financial Services Advisors
Brightwater Advisory
Morgan Stanley
LPL Financial
Envestnet Asset Management
Guardian Financial Partners
Leonard Rickey Investment Advisors P
CVA Family Office

View all funds holding Schwab Strategic Tr schwab fdt us bm