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Schwab Strategic Tr schwab fdt us bm shares owned by Union Bankshares

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

Historical chart of Union Bankshares 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 Union Bankshares 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 Union Bankshares

Quarter filed Position value Share count Share price at filing
2025-09-30 $23k 900 25.74
2025-06-30 $22k 900 23.98

More positions owned by Union Bankshares

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares S&p 500 Index Fund Core S&p500 Etf (IVV)
Ishares S&p Midcap 400 Index Core S&p Mcp Etf (IJH)
Ishares Top 200 Growth Etf Rus Tp200 Gr Etf (IWY)
Ishares S&p Smallcap 600 Index Fund Core S&p Scp Etf (IJR)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
Ishares Russell Midcap Index Fund Rus Mid Cap Etf (IWR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc B Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)

View all positions for Union Bankshares

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
Goldman Sachs Group
Morgan Stanley
Brightwater Advisory
Raymond James Financial
Ameriprise Financial
Envestnet Asset Management
Leonard Rickey Investment Advisors P
Guardian Financial Partners
Mezzasalma Advisors

View all funds holding Schwab Strategic Tr schwab fdt us bm