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Schwab Strategic Tr schwab fdt us bm shares owned by Values Added Financial

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

Historical chart of Values Added Financial 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 Values Added Financial 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 Values Added Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.1M 46k 23.26
2024-09-30 $331k 4.7k 70.37

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Top funds holding Schwab Strategic Tr schwab fdt us bm

Sound Stewardship
Financial Consulate
Opes Wealth Management
Systelligence
Callan Capital
HighTower Advisors
Cambridge Investment Research Advisors
Guardian Financial Partners
Leonard Rickey Investment Advisors P
Mezzasalma Advisors
CVA Family Office
Raymond James Financial Services Advisors
Ameriprise Financial
Brightwater Advisory
HHM Wealth Advisors

View all funds holding Schwab Strategic Tr schwab fdt us bm