Schwab Strategic Tr schwb fdt int sc shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr schwb fdt int sc (FNDC) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Schwab Strategic Tr schwb fdt int sc
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All positions including Schwab Strategic Tr schwb fdt int sc held by Burns Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr schwb fdt int sc by Burns Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $23M | 609k | 38.15 |
2024-06-30 | $23M | 670k | 34.76 |
2024-03-31 | $26M | 732k | 35.47 |
2023-09-30 | $24M | 748k | 32.14 |
2023-06-30 | $25M | 742k | 33.19 |
2023-03-31 | $24M | 720k | 33.13 |
2022-12-31 | $22M | 713k | 31.26 |
2022-09-30 | $20M | 732k | 27.19 |
2022-06-30 | $22M | 707k | 30.41 |
2022-03-31 | $25M | 707k | 35.38 |
2021-12-31 | $24M | 652k | 37.39 |
2021-06-30 | $24M | 616k | 39.25 |
2021-03-31 | $22M | 597k | 37.46 |
2020-12-31 | $20M | 585k | 34.78 |
2020-09-30 | $17M | 553k | 29.90 |
2020-06-30 | $12M | 420k | 27.54 |
2020-03-31 | $6.5M | 277k | 23.48 |
2019-12-31 | $5.9M | 178k | 33.25 |
2019-09-30 | $3.5M | 113k | 30.73 |
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