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Schwab Strategic Tr schwab fdt us bm shares owned by Harbor Asset Planning

Quarter-by-quarter ownership of Schwab Strategic Tr schwab fdt us bm (FNDB) shares owned by Harbor Asset Planning from 13F filings

Historical chart of Harbor Asset Planning investment in Schwab Strategic Tr schwab fdt us bm

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr schwab fdt us bm held by Harbor Asset Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr schwab fdt us bm by Harbor Asset Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $179k 6.9k 25.74

More positions owned by Harbor Asset Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Vanguard World Inf Tech Etf (VGT)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Us Sml Cap Eqt (SMLF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Harbor Asset Planning

Top funds holding Schwab Strategic Tr schwab fdt us bm

AlphaCore Capital
Financial Consulate
Opes Wealth Management
Cambridge Investment Research Advisors
HighTower Advisors
Sound Stewardship
Goldman Sachs Group
Morgan Stanley
Brightwater Advisory
Raymond James Financial
Ameriprise Financial
Envestnet Asset Management
Leonard Rickey Investment Advisors P
Guardian Financial Partners
Mezzasalma Advisors

View all funds holding Schwab Strategic Tr schwab fdt us bm