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Schwab Strategic Tr schwab fdt us bm shares owned by SFMG Wealth Advisors

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

Historical chart of SFMG Wealth 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 SFMG Wealth 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 SFMG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $575k 9.4k 61.10
2023-09-30 $609k 11k 55.09
2023-06-30 $628k 11k 56.74
2023-03-31 $599k 11k 54.12
2022-12-31 $582k 11k 52.62
2022-09-30 $528k 11k 47.74
2022-06-30 $560k 11k 50.25
2022-03-31 $639k 11k 57.78
2021-12-31 $642k 11k 58.05
2021-09-30 $592k 11k 53.53
2021-06-30 $619k 11k 54.36
2021-03-31 $584k 11k 51.29
2020-12-31 $585k 13k 44.93
2020-09-30 $496k 13k 38.10
2020-06-30 $472k 13k 36.25
2020-03-31 $576k 19k 30.71
2019-12-31 $984k 23k 42.14
2019-09-30 $935k 24k 39.11
2019-06-30 $1.0M 26k 39.61
2019-03-31 $974k 26k 37.60
2018-12-31 $867k 26k 33.47
2018-09-30 $1.1M 28k 37.24
2018-06-30 $1.2M 32k 37.39
2018-03-31 $1.3M 37k 36.22
2017-12-31 $43M 1.2M 37.28
2017-09-30 $40M 1.1M 35.06
2017-06-30 $38M 1.1M 33.72
2017-03-31 $36M 1.1M 33.71
2016-12-31 $34M 1.0M 32.54
2016-09-30 $30M 958k 31.01
2016-06-30 $26M 876k 30.03
2016-03-31 $24M 831k 29.34
2015-12-31 $26M 921k 28.54
2015-09-30 $28M 1.0M 27.15
2015-06-30 $31M 1.0M 29.65
2015-03-31 $86M 2.9M 30.05
2014-12-31 $29M 955k 30.10
2014-09-30 $25M 881k 28.85

More positions owned by SFMG Wealth Advisors

Atmos Energy Corporation (ATO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Expanded Tech (IGV)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Long Term Us (SCHQ)
Amazon (AMZN)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for SFMG Wealth Advisors

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