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Schwab Strategic Tr schwb fdt int sc shares owned by Asset Allocation Strategies

Quarter-by-quarter ownership of Schwab Strategic Tr schwb fdt int sc (FNDC) shares owned by Asset Allocation Strategies from 13F filings

Historical chart of Asset Allocation Strategies investment in Schwab Strategic Tr schwb fdt int sc

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr schwb fdt int sc held by Asset Allocation Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr schwb fdt int sc by Asset Allocation Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 30k 44.51
2025-06-30 $1.2M 28k 42.05
2024-12-31 $816k 23k 35.59
2024-09-30 $412k 11k 38.15

More positions owned by Asset Allocation Strategies

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Global 100 Etf (IOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust Portfolio S&p500 (SPLG)
Schwab Strategic Tr Fundamental Us L (FNDX)
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)

View all positions for Asset Allocation Strategies

Top funds holding Schwab Strategic Tr schwb fdt int sc

Charles Schwab Investment Management
Cornerstone Planning Group
GHP Investment Advisors
Burns Wealth Management
Victory Capital Management
Kelman-Lazarov
Citadel Advisors
Flow Traders US
High Probability Advisors
Prairiewood Capital
Advisor Group Holdings
Opes Wealth Management
Collective Family Office
Charles Schwab Trust
Geneos Wealth Management

View all funds holding Schwab Strategic Tr schwb fdt int sc