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Schwab Strategic Tr schwab fdt us bm shares owned by S.A. Mason

Quarter-by-quarter ownership of Schwab Strategic Tr schwab fdt us bm (FNDB) shares owned by S.A. Mason from 13F filings

Historical chart of S.A. Mason 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 S.A. Mason 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 S.A. Mason

Quarter filed Position value Share count Share price at filing
2024-03-31 $145k 2.2k 66.27
2023-12-31 $133k 2.2k 61.10
2023-09-30 $120k 2.2k 55.08
2023-06-30 $118k 2.2k 54.12
2023-03-31 $118k 2.2k 54.12
2022-12-31 $115k 2.2k 52.63
2019-12-31 $3.0k 76 39.47

More positions owned by S.A. Mason

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Total Stock Market ETF Etf (VTI)
SPDR S&P 500 ETF Trust Etf (SPY)
iShares Core S&P 500 ETF Etf (IVV)
Vanguard Mid-Cap ETF Etf (VO)
Vanguard Small-Cap ETF Etf (VB)
Costco Wholesale Corporation (COST)
Apple (AAPL)
Intuit (INTU)
MasterCard Incorporated (MA)
Procter & Gamble Company (PG)
Abbvie (ABBV)
Vanguard S&P 500 ETF Etf (VOO)
O'reilly Automotive (ORLY)

View all positions for S.A. Mason

Top funds holding Schwab Strategic Tr schwab fdt us bm

Financial Consulate
Callan Capital
HighTower Advisors
Systelligence
Sound Stewardship
Opes Wealth Management
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Guardian Financial Partners
CVA Family Office
Leonard Rickey Investment Advisors P
Townsend Asset Management Corp
UBS Group
Flow Traders US
Milestone Investment Advisors

View all funds holding Schwab Strategic Tr schwab fdt us bm