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Schwab Strategic Tr schwab fdt us bm shares owned by Winthrop Advisory Group

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

Historical chart of Winthrop Advisory Group investment in Schwab Strategic Tr schwab fdt us bm

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All positions including Schwab Strategic Tr schwab fdt us bm held by Winthrop Advisory Group 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 Winthrop Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $211k 3.0k 70.37

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Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
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Microsoft Corporation (MSFT)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Winthrop Advisory Group

Top funds holding Schwab Strategic Tr schwab fdt us bm

Financial Consulate
Callan Capital
HighTower Advisors
Systelligence
Sound Stewardship
Cambridge Investment Research Advisors
Opes Wealth Management
Raymond James Financial Services Advisors
Brightwater Advisory
Morgan Stanley
LPL Financial
Envestnet Asset Management
Guardian Financial Partners
Leonard Rickey Investment Advisors P
CVA Family Office

View all funds holding Schwab Strategic Tr schwab fdt us bm