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Schwab Strategic Tr schwab fdt us bm shares owned by Systelligence

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

Historical chart of Systelligence 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 Systelligence 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 Systelligence

Quarter filed Position value Share count Share price at filing
2024-06-30 $13M 198k 65.58
2024-03-31 $13M 202k 66.26
2023-12-31 $12M 202k 61.10
2023-09-30 $10M 186k 55.09

More positions owned by Systelligence

Vanguard Wellington Us Quality (VFQY)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Value Etf (VTV)
Vanguard Wellington Us Momentum (VFMO)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Fundamental Us B (FNDB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Vanguard World Consum Stp Etf (VDC)
Fidelity Covington Trust Consmr Staples (FSTA)

View all positions for Systelligence

Top funds holding Schwab Strategic Tr schwab fdt us bm

Financial Consulate
Callan Capital
HighTower Advisors
Sound Stewardship
Systelligence
Cambridge Investment Research Advisors
Opes Wealth Management
Raymond James Financial Services Advisors
Brightwater Advisory
Morgan Stanley
LPL Financial
Envestnet Asset Management
Guardian Financial Partners
Leonard Rickey Investment Advisors P
CVA Family Office

View all funds holding Schwab Strategic Tr schwab fdt us bm