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Schwab Strategic Tr schwab fdt us bm shares owned by Wedmont Private Capital

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

Historical chart of Wedmont Private Capital 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 Wedmont Private Capital 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 Wedmont Private Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $229k 8.2k 28.03

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View all positions for Wedmont Private Capital

Top funds holding Schwab Strategic Tr schwab fdt us bm

AlphaCore Capital
Financial Consulate
Opes Wealth Management
HighTower Advisors
Sound Stewardship
Cambridge Investment Research Advisors
Morgan Stanley
Bank of America Corporation
Raymond James Financial
Envestnet Asset Management
Brightwater Advisory
Paul Damon & Associates
Mariner Wealth Advisors
Leonard Rickey Investment Advisors P
Mml Investors Services

View all funds holding Schwab Strategic Tr schwab fdt us bm