FNDB β€” SCHWAB STRATEGIC TR

Ownership history in COWA, LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which COWA, LLC reported a position in SCHWAB STRATEGIC TR (FNDB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.86% (2025 Q3)
πŸ“Š Avg. % of fund
0.86%
πŸ“… First filed
2025 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
1
% of Fund (quarterly)    FNDB price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 98,501 β€” β€” 0.86% $2.6M $25.62

🏒 Other funds also holding FNDB

As of 2025 Q4 β€” sorted by position size

Sound Stewardship, LLC 8.09% Brightwater Advisory LLC 5.03% FINANCIAL CONSULATE, INC 3Y 7Y 3.7% Opes Wealth Management LLC 3Y 3.2% Guardian Financial Partners, LLC 3Y 1.6% Family Capital Management, Inc. 3Y 1.09% Kaizen Financial Strategies 3Y 0.96% Mezzasalma Advisors, LLC 3Y 0.92% Yoder Wealth Management, Inc. 0.88% Leonard Rickey Investment Advisors P.L.L.C. 3Y 7Y 0.85%
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