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Schwab Strategic Tr schwb fdt int sc shares owned by Ohe Financial

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

Historical chart of Ohe Financial 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 Ohe Financial 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 Ohe Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $269k 6.1k 44.51
2025-06-30 $259k 6.2k 42.05
2025-03-31 $222k 6.1k 36.20
2024-12-31 $209k 6.1k 34.14
2024-09-30 $228k 6.0k 38.15
2024-06-30 $206k 5.9k 34.76
2020-03-31 $1.4M 58k 23.49
2019-12-31 $1.9M 58k 33.25
2019-09-30 $1.8M 58k 30.75
2019-06-30 $1.8M 58k 31.23
2019-03-31 $1.8M 58k 31.08

More positions owned by Ohe Financial

Vanguard Growth Index Fund Etf (VUG)
Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT)
Vanguard Value Etf Etf (VTV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Vanguard Total Bond Market Index Fund Etf (BND)
Ishares S&p 500 Growth Etf Etf (IVW)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Ishares S&p 500 Value Etf Etf (IVE)
Apple Stock (AAPL)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Dividend Appreciation Index Fund Etf (VIG)
Berkshire Hathaway Inc Class B Stock (BRK.B)
Capital Group International Focus Equity Etf Etf (CGXU)

View all positions for Ohe Financial

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