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Schwab Strategic Tr schwab fdt us bm shares owned by Vanguard Capital Wealth Advisors

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

Historical chart of Vanguard Capital Wealth Advisors 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 Vanguard Capital Wealth Advisors 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 Vanguard Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $511k 20k 25.74
2025-06-30 $464k 19k 23.98
2025-03-31 $477k 21k 23.01
2024-12-31 $460k 20k 23.26
2024-09-30 $438k 6.2k 70.38