Schwab Strategic Tr schwab fdt us bm shares owned by Wade Financial Advisory
Quarter-by-quarter ownership of Schwab Strategic Tr schwab fdt us bm (FNDB) shares owned by Wade Financial Advisory
from 13F filings
Historical chart of Wade Financial Advisory 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 Wade Financial Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr schwab fdt us bm by Wade Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $973k | 16k | 61.10 |
| 2023-09-30 | $889k | 16k | 55.09 |
| 2023-06-30 | $1.0M | 18k | 56.74 |
| 2023-03-31 | $1.0M | 19k | 54.12 |
| 2022-12-31 | $1.0M | 19k | 52.62 |
| 2022-09-30 | $1.2M | 26k | 47.13 |
| 2022-06-30 | $1.5M | 29k | 50.23 |
| 2022-03-31 | $685k | 12k | 57.73 |
| 2021-12-31 | $655k | 11k | 58.07 |
| 2021-09-30 | $604k | 11k | 53.55 |
| 2021-06-30 | $613k | 11k | 54.35 |
| 2021-03-31 | $578k | 11k | 51.25 |
| 2020-12-31 | $506k | 11k | 44.86 |
| 2020-09-30 | $430k | 11k | 38.12 |
| 2020-06-30 | $409k | 11k | 36.26 |
| 2020-03-31 | $346k | 11k | 30.68 |
| 2019-12-31 | $475k | 11k | 42.11 |
Top funds holding Schwab Strategic Tr schwab fdt us bm
View all funds holding Schwab Strategic Tr schwab fdt us bm