Schwab Strategic Tr schwab fdt us bm shares owned by Carolinas Wealth Consulting
Quarter-by-quarter ownership of Schwab Strategic Tr schwab fdt us bm (FNDB) shares owned by Carolinas Wealth Consulting
from 13F filings
Historical chart of Carolinas Wealth Consulting investment in Schwab Strategic Tr schwab fdt us bm
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All positions including Schwab Strategic Tr schwab fdt us bm held by Carolinas Wealth Consulting consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr schwab fdt us bm by Carolinas Wealth Consulting
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $858k | 16k | 53.59 |
2023-06-30 | $904k | 16k | 56.74 |
2023-03-31 | $858k | 16k | 54.12 |
2022-12-31 | $831k | 16k | 52.62 |
2022-09-30 | $740k | 16k | 47.15 |
2022-06-30 | $784k | 16k | 50.23 |
2022-03-31 | $897k | 16k | 57.77 |
2021-12-31 | $898k | 16k | 58.05 |
2021-09-30 | $824k | 15k | 53.54 |
2021-06-30 | $982k | 18k | 54.37 |
2021-03-31 | $923k | 18k | 51.30 |
2020-12-31 | $805k | 18k | 44.91 |
2020-09-30 | $680k | 18k | 38.13 |
2020-06-30 | $641k | 18k | 36.23 |
2020-03-31 | $430k | 14k | 30.68 |
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