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Schwab Strategic Tr schwab fdt us bm shares owned by Sigma Planning

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

Historical chart of Sigma Planning 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 Sigma Planning 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 Sigma Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $8.1M 265k 30.46

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Amazon (AMZN)
Ishares Tr S&p 500 Grwt Etf (IVW)
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Microsoft Corporation (MSFT)
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Alphabet Cap Stk Cl C (GOOG)
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Alphabet Cap Stk Cl A (GOOGL)
Micron Technology (MU)

View all positions for Sigma Planning

Top funds holding Schwab Strategic Tr schwab fdt us bm

AlphaCore Capital
Financial Consulate
Opes Wealth Management
EP Wealth Advisors
Sound Stewardship
Cambridge Investment Research Advisors
HighTower Advisors
Bank of America Corporation
Morgan Stanley
Raymond James Financial
Envestnet Asset Management
Brightwater Advisory
Sigma Planning
Paul Damon & Associates
Mml Investors Services

View all funds holding Schwab Strategic Tr schwab fdt us bm