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Schwab Strategic Tr schwb fdt int sc shares owned by Shakespeare Wealth Management

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

Historical chart of Shakespeare 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 Shakespeare 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 Shakespeare Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 55k 38.15
2024-03-31 $2.5M 69k 35.47
2023-09-30 $2.3M 72k 32.14
2023-06-30 $2.3M 71k 33.19
2023-03-31 $2.6M 78k 33.13
2022-12-31 $2.7M 86k 31.26
2022-09-30 $2.1M 77k 27.18
2022-06-30 $22M 96k 228.38
2022-03-31 $27M 98k 269.49
2021-12-31 $3.1M 84k 37.39
2021-09-30 $20M 75k 267.29
2021-06-30 $22M 81k 271.27
2021-03-31 $23M 90k 260.20
2020-12-31 $21M 93k 229.87
2020-09-30 $18M 97k 185.38
2020-06-30 $2.7M 98k 27.54
2020-03-31 $15M 104k 143.84
2019-12-31 $21M 104k 205.76
2019-09-30 $21M 108k 193.25
2019-06-30 $3.2M 101k 31.22
2019-03-31 $3.2M 102k 31.07
2018-12-31 $2.8M 99k 28.35
2018-09-30 $735k 21k 34.55
2018-06-30 $658k 19k 34.87
2018-03-31 $686k 19k 35.79
2017-12-31 $701k 20k 35.96

More positions owned by Shakespeare Wealth Management

Vanguard S&P 500 Value 500 Val Idx Fd (VOOV)
Vanguard S&P 500 Growth 500 Grth Idx F (VOOG)
iShares Core US Agg Bond ETF Core Us Aggbd Et (AGG)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Vanguard Mid Cap Value Mcap Vl Idxvip (VOE)
Vanguard SC Value Sm Cp Val Etf (VBR)
iShares MSCI EAFE Small-Cap Eafe Sml Cp Etf (SCZ)
iShares MSCI EAFE Value Eafe Value Etf (EFV)
iShares MSCI EAFE Growth Eafe Grwth Etf (EFG)
SPDR S&P 400 Mid Cap Growth S&P 400 MDCP GRW (MDYG)
SPDR S&P 600 Small Cap S&P 600 SMCP GRW (SLYG)
iShares Core MSCI Emerging Markets Core Msci Emkt (IEMG)
Dimensional International Small Value Intl Small Cap V (DISV)
Nasdaq 100 Equal Weight SHS (QQEW)
Schwab Fundamental US Schwab Fdt Us Lg (FNDX)

View all positions for Shakespeare Wealth Management

Top funds holding Schwab Strategic Tr schwb fdt int sc

Charles Schwab Investment Management
Victory Capital Management
Burns Wealth Management
GHP Investment Advisors
Kelman-Lazarov
Jane Street
Merriman Wealth Management
High Probability Advisors
Advisor Group Holdings
Mercer Global Advisors
Clarius
Prairiewood Capital
Geneos Wealth Management
Collective Family Office
Morgan Stanley

View all funds holding Schwab Strategic Tr schwb fdt int sc