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Schwab Strategic Tr schwb fdt int sc shares owned by Essential Partners

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

Historical chart of Essential Partners 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 Essential Partners 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 Essential Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $208k 4.3k 48.56
2026-03-31 $198k 4.3k 46.36
2025-12-31 $191k 4.3k 44.55
2025-09-30 $190k 4.3k 44.51
2025-06-30 $318k 7.6k 42.05

More positions owned by Essential Partners

Sprott Gold Convert to Physical Cef (PHYS)
Vanguard Short-Term USTS Etf (VGSH)
iShares S&P 500 Etf (IVV)
Schwab Fundamental Int'l Broad Etf (FNDF)
Schwab Fundamental U.S. Broad Etf (FNDB)
iShares 0-3 Month T-Bills ETF Etf (SGOV)
iShares Core MSCI Emerging Markets Etf (IEMG)
iShares MSCI Emerging Markets Ex-China Etf (EMXC)
Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
GMO US Value Etf (GMOV)
Micron Technology Stock (MU)
Comfort Sys Usa Stock (FIX)
Energy ETF Etf (XLE)
Schwab International Etf (SCHF)

View all positions for Essential Partners

Top funds holding Schwab Strategic Tr schwb fdt int sc

Charles Schwab Investment Management
Sixth Street Partners Management Company
Savant Capital Management
GHP Investment Advisors
Morgan Stanley
Burns Wealth Management
Kelman-Lazarov
Colony
Prairiewood Capital
High Probability Advisors
Advisor Group Holdings
Susquehanna International
Victory Capital Management
Collective Family Office
EP Wealth Advisors

View all funds holding Schwab Strategic Tr schwb fdt int sc