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Schwab Strategic Tr schwb fdt int sc shares owned by Rf&l Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr schwb fdt int sc (FNDC) shares owned by Rf&l Wealth Management from 13F filings

Historical chart of Rf&l Wealth Management 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 Rf&l Wealth Management 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 Rf&l Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.4M 99k 34.86
2023-09-30 $3.1M 97k 32.14
2023-06-30 $3.1M 93k 33.19
2023-03-31 $3.0M 91k 33.13
2022-12-31 $2.8M 89k 31.26

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Dimensional Etf Trust Us Targeted Vlu (DFAT)
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Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Equity Etf (DFUS)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Internatnal Val (DFIV)
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)
Abbvie (ABBV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Rf&l Wealth Management

Top funds holding Schwab Strategic Tr schwb fdt int sc

Charles Schwab Investment Advisory
Jane Street
Victory Capital Management
Citadel Advisors
GHP Investment Advisors
Clarius
Mercer Global Advisors
Lincoln National
United Capital Financial Advisers
Geneos Wealth Management
Prairiewood Capital
UBS Group
Dynamic Advisors Solutions
Collective Family Office
Bell Investment Advisors

View all funds holding Schwab Strategic Tr schwb fdt int sc