Systelligence »

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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr schwab fdt us bm held by Systelligence consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr schwab fdt us bm by Systelligence

Quarter filed Position value Share count Share price at filing
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)
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Vanguard World Mega Cap Index (MGC)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard World Consum Stp Etf (VDC)
J P Morgan Exchange Traded F Mkt Expnenhncd (JMEE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Systelligence

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