Golden Bell Financial Planning »

Schwab Strategic Tr schwb fdt int sc shares owned by Golden Bell Financial Planning

Quarter-by-quarter ownership of Schwab Strategic Tr schwb fdt int sc (FNDC) shares owned by Golden Bell Financial Planning from 13F filings

Historical chart of Golden Bell Financial Planning 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 Golden Bell Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr schwb fdt int sc by Golden Bell Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $553k 12k 44.51
2025-06-30 $614k 15k 42.05

More positions owned by Golden Bell Financial Planning

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Us Tips Etf (SCHP)
American Centy Etf Tr Emerging Mkt Val (AVES)
American Centy Etf Tr International Lr (AVIV)
Dimensional Etf Trust Us Large Cap Val (DFLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr Tips Bd Etf (TIP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Golden Bell Financial Planning

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