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Schwab Strategic Tr schwab fdt us bm shares owned by Planned Solutions

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

Historical chart of Planned Solutions 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 Planned Solutions 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 Planned Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $108k 1.5k 70.37
2023-12-31 $94k 1.5k 61.10
2020-12-31 $74k 1.6k 44.88
2020-09-30 $63k 1.6k 38.21

More positions owned by Planned Solutions

Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Jpmorgan Income Etf Etf (JPIE)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Invesco S&p 500 Garp Etf Etf (SPGP)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Schwab U.s. Small-cap Etf Etf (SCHA)
Illinois Tool Wks Stock (ITW)
Apple Stock (AAPL)
Elastic N V Ord Stock (ESTC)
Invesco S&p 500 Pure Value Etf Etf (RPV)

View all positions for Planned Solutions

Top funds holding Schwab Strategic Tr schwab fdt us bm

Financial Consulate
Callan Capital
HighTower Advisors
Systelligence
Sound Stewardship
Cambridge Investment Research Advisors
Opes Wealth Management
Raymond James Financial Services Advisors
Brightwater Advisory
Morgan Stanley
LPL Financial
Envestnet Asset Management
Guardian Financial Partners
Leonard Rickey Investment Advisors P
CVA Family Office

View all funds holding Schwab Strategic Tr schwab fdt us bm