Schwab Strategic Tr schwb fdt int sc shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr schwb fdt int sc (FNDC) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Schwab Strategic Tr schwb fdt int sc
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Quarterly reported holdings in Schwab Strategic Tr schwb fdt int sc by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $300k | 9.3k | 32.14 |
| 2023-06-30 | $472k | 14k | 33.19 |
| 2023-03-31 | $508k | 16k | 31.26 |
| 2022-12-31 | $508k | 16k | 31.26 |
| 2022-09-30 | $442k | 16k | 27.20 |
| 2022-06-30 | $494k | 16k | 30.40 |
| 2022-03-31 | $615k | 17k | 35.38 |
| 2021-12-31 | $2.0M | 54k | 37.38 |
| 2021-09-30 | $4.2M | 109k | 38.71 |
| 2021-06-30 | $6.7M | 171k | 39.25 |
| 2021-03-31 | $3.0M | 79k | 37.46 |
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