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Schwab Strategic Tr schwab fdt us bm shares owned by Sunbelt Securities

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

Historical chart of Sunbelt Securities 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 Sunbelt Securities 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 Sunbelt Securities

Quarter filed Position value Share count Share price at filing
2025-12-31 $27k 1.0k 26.57
2025-09-30 $26k 1.0k 25.74

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Top funds holding Schwab Strategic Tr schwab fdt us bm

AlphaCore Capital
Financial Consulate
Opes Wealth Management
Cambridge Investment Research Advisors
HighTower Advisors
Sound Stewardship
Raymond James Financial
Brightwater Advisory
Envestnet Asset Management
Leonard Rickey Investment Advisors P
Mml Investors Services
Mezzasalma Advisors
Guardian Financial Partners
Advisor Group Holdings
CVA Family Office

View all funds holding Schwab Strategic Tr schwab fdt us bm