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Schwab Strategic Tr schwb fdt int sc shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of Schwab Strategic Tr schwb fdt int sc (FNDC) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates 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 Kathleen S. Wright Associates 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 Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.4k 158 34.14
2024-09-30 $6.0k 158 38.15

More positions owned by Kathleen S. Wright Associates

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Us Smallcap Fund (EES)
American Express Company (AXP)
Vanguard Intl Divdend Aprectn Etf Iv Intl Dvd Etf (VIGI)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Us Quan Value (QVAL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)

View all positions for Kathleen S. Wright Associates

Top funds holding Schwab Strategic Tr schwb fdt int sc

Charles Schwab Investment Management
FMR
Victory Capital Management
Burns Wealth Management
GHP Investment Advisors
Kelman-Lazarov
Merriman Wealth Management
High Probability Advisors
Advisor Group Holdings
Prairiewood Capital
Collective Family Office
Geneos Wealth Management
UBS Group
Opes Wealth Management
Morgan Stanley

View all funds holding Schwab Strategic Tr schwb fdt int sc