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Schwab Strategic Tr schwb fdt int sc shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr schwb fdt int sc (FNDC) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors 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 EP Wealth Advisors 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $324k 8.5k 38.15
2024-06-30 $118k 3.4k 34.76
2024-03-31 $171k 4.8k 35.47
2023-12-31 $145k 4.1k 34.86
2023-09-30 $132k 4.1k 32.14

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Top funds holding Schwab Strategic Tr schwb fdt int sc

Charles Schwab Investment Management
Victory Capital Management
Burns Wealth Management
GHP Investment Advisors
Kelman-Lazarov
Jane Street
Merriman Wealth Management
High Probability Advisors
Advisor Group Holdings
Mercer Global Advisors
Clarius
Prairiewood Capital
Geneos Wealth Management
Collective Family Office
Morgan Stanley

View all funds holding Schwab Strategic Tr schwb fdt int sc