Schwab Strategic Tr schwab fdt us bm shares owned by Total Investment Management
Quarter-by-quarter ownership of Schwab Strategic Tr schwab fdt us bm (FNDB) shares owned by Total Investment Management
from 13F filings
Historical chart of Total Investment Management investment in Schwab Strategic Tr schwab fdt us bm
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Quarterly reported holdings in Schwab Strategic Tr schwab fdt us bm by Total Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $410k | 16k | 25.74 |
| 2025-06-30 | $482k | 20k | 23.98 |
| 2025-03-31 | $445k | 19k | 23.01 |
| 2024-12-31 | $401k | 17k | 23.26 |
| 2024-09-30 | $326k | 4.6k | 70.37 |
| 2024-06-30 | $301k | 4.6k | 65.58 |
| 2024-03-31 | $304k | 4.6k | 66.26 |
| 2023-12-31 | $279k | 4.6k | 61.10 |
| 2023-09-30 | $250k | 4.5k | 55.10 |
| 2023-06-30 | $257k | 4.5k | 56.74 |
| 2023-03-31 | $244k | 4.5k | 54.12 |
| 2022-12-31 | $236k | 4.5k | 52.62 |
| 2022-09-30 | $211k | 4.5k | 47.24 |
| 2022-06-30 | $223k | 4.4k | 50.16 |
| 2022-03-31 | $429k | 7.4k | 57.73 |
| 2021-12-31 | $430k | 7.4k | 58.03 |
| 2021-09-30 | $395k | 7.4k | 53.52 |
| 2021-06-30 | $373k | 6.9k | 54.40 |
| 2020-12-31 | $306k | 6.8k | 44.87 |
| 2020-09-30 | $254k | 6.8k | 37.39 |
| 2019-09-30 | $219k | 5.6k | 39.21 |
| 2019-06-30 | $210k | 5.6k | 37.60 |
| 2019-03-31 | $200k | 5.4k | 37.32 |
| 2018-12-31 | $215k | 5.9k | 36.66 |
| 2018-09-30 | $231k | 5.8k | 39.58 |
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