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Schwab Strategic Tr schwb fdt int sc shares owned by Valued Wealth Advisors

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

Historical chart of Valued Wealth Advisors 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 Valued Wealth Advisors 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 Valued Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 51k 38.15
2024-06-30 $1.7M 48k 34.96
2024-03-31 $1.5M 43k 35.47

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Top funds holding Schwab Strategic Tr schwb fdt int sc

Charles Schwab Investment Management
Victory Capital Management
Jane Street
Burns Wealth Management
GHP Investment Advisors
Kelman-Lazarov
Merriman Wealth Management
Mercer Global Advisors
Clarius
Prairiewood Capital
Geneos Wealth Management
Collective Family Office
Morgan Stanley
Cherry Tree Wealth Management
Charles Schwab Trust

View all funds holding Schwab Strategic Tr schwb fdt int sc