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Schwab Strategic Tr shares owned by Feltz Wealth PLAN

Quarter-by-quarter ownership of Schwab Strategic Tr shares owned by Feltz Wealth PLAN from 13F filings

Historical chart of Feltz Wealth PLAN investment in Schwab Strategic Tr

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All positions including Schwab Strategic Tr held by Feltz Wealth PLAN consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Feltz Wealth PLAN

Quarter filed Position value Share count Share price at filing
2024-09-30 $526k 21k 25.25

More positions owned by Feltz Wealth PLAN

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core Div Grwth (DGRO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Vanguard Index Fds Total Stk Mkt (VTI)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Costco Wholesale Corporation (COST)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr Intl Div Grwth (IGRO)

View all positions for Feltz Wealth PLAN

Top funds holding Schwab Strategic Tr

Citadel Advisors
Jane Street
Kingsview Wealth Management
Feltz Wealth PLAN
Colony
Hummer Financial Advisory Services

View all funds holding Schwab Strategic Tr