Schwab Strategic Tr schwb fdt int sc shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr schwb fdt int sc (FNDC) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Schwab Strategic Tr schwb fdt int sc
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Quarterly reported holdings in Schwab Strategic Tr schwb fdt int sc by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $233k | 5.2k | 44.55 |
| 2025-09-30 | $233k | 5.2k | 44.51 |
| 2025-06-30 | $293k | 7.0k | 42.05 |
| 2025-03-31 | $203k | 5.6k | 36.20 |
| 2024-09-30 | $216k | 5.7k | 38.15 |
| 2024-06-30 | $208k | 6.0k | 34.76 |
| 2024-03-31 | $354k | 10k | 35.47 |
| 2023-09-30 | $352k | 11k | 32.14 |
| 2023-06-30 | $393k | 12k | 33.19 |
| 2023-03-31 | $480k | 15k | 33.13 |
| 2022-12-31 | $500k | 16k | 31.26 |
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