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

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

Historical chart of Kingswood 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 Kingswood 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $717k 16k 44.51
2025-06-30 $682k 16k 42.05
2025-03-31 $549k 15k 36.20
2024-12-31 $509k 15k 34.14

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Nvidia Corporation Common Stock (NVDA)
Microsoft Corporation Common Stock (MSFT)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Amazon Com Incorporated Common Stock (AMZN)
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)
Grayscale Bitcoin Trust Etf Exchange Traded Fund (GBTC)
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)
First Trust Preferred Securities And Income Etf Exchange Traded Fund (FPE)
Broadcom Incorporated Common Stock (AVGO)
Vanguard Value Etf Exchange Traded Fund (VTV)
Meta Platforms Incorporated Class A Common Stock (META)
Proshares Ultra S&p500 Exchange Traded Fund (SSO)

View all positions for Kingswood Wealth Advisors

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