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Schwab Strategic Tr schwb fdt int sc shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.1M 233k 34.86
2023-09-30 $25M 791k 32.14
2023-06-30 $27M 797k 33.19
2023-03-31 $26M 790k 33.13
2022-12-31 $24M 762k 31.26
2022-09-30 $22M 801k 27.19
2022-06-30 $24M 794k 30.41
2022-03-31 $28M 792k 35.38
2021-12-31 $29M 782k 37.39
2021-09-30 $29M 750k 38.71
2021-06-30 $28M 712k 39.25
2021-03-31 $28M 754k 37.46
2020-12-31 $24M 701k 34.78
2020-09-30 $20M 681k 29.90
2020-06-30 $17M 610k 27.54
2020-03-31 $14M 582k 23.48
2019-12-31 $20M 586k 33.25
2019-09-30 $17M 562k 30.73
2019-06-30 $17M 544k 31.22
2019-03-31 $17M 555k 31.07
2018-12-31 $14M 480k 28.35
2018-09-30 $17M 505k 34.53
2018-06-30 $17M 479k 34.87
2018-03-31 $17M 466k 35.82
2017-12-31 $17M 467k 35.96
2017-09-30 $3.4M 96k 34.86
2017-06-30 $3.2M 97k 32.75
2017-03-31 $3.0M 99k 30.63
2016-12-31 $2.8M 98k 28.38
2016-09-30 $2.8M 94k 29.29
2016-06-30 $2.4M 91k 27.00
2016-03-31 $2.4M 91k 26.79
2015-12-31 $2.5M 93k 26.61
2015-09-30 $2.2M 86k 25.53
2015-06-30 $1.7M 62k 27.88

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corp Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core Total Usd Bond Ma Exchange Traded Fund (IUSB)
Vanguard Intermediate-term Bon Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci E Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core Msci Emerging Mar Exchange Traded Fund (IEMG)
Spdr Nuveen Bloomberg Short Te Exchange Traded Fund (SHM)

View all positions for United Capital Financial Advisers

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