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Schwab Strategic Tr schwab fdt us bm shares owned by Rossby Financial, LCC

Quarter-by-quarter ownership of Schwab Strategic Tr schwab fdt us bm (FNDB) shares owned by Rossby Financial, LCC from 13F filings

Historical chart of Rossby Financial, LCC 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 Rossby Financial, LCC 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 Rossby Financial, LCC

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.6M 168k 27.26

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View all positions for Rossby Financial, LCC

Top funds holding Schwab Strategic Tr schwab fdt us bm

AlphaCore Capital
Financial Consulate
Opes Wealth Management
HighTower Advisors
Sound Stewardship
Cambridge Investment Research Advisors
Raymond James Financial
Envestnet Asset Management
Brightwater Advisory
Paul Damon & Associates
Leonard Rickey Investment Advisors P
Mml Investors Services
Hartland & Co
Rossby Financial, LCC
Mezzasalma Advisors

View all funds holding Schwab Strategic Tr schwab fdt us bm