Planned Solutions »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr schwab fdt us bm by Planned Solutions

Quarter filed Position value Share count Share price at filing
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 Us Large Co. Index 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)
Invesco S&p 500 Garp Etf Etf (SPGP)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Illinois Tool Wks Stock (ITW)
Schwab U.s. Small-cap Etf Etf (SCHA)
Elastic N V Ord Stock (ESTC)
Invesco S&p 500 Pure Value Etf Etf (RPV)
Ishares Msci Global Energy Producers Etf Etf (FILL)

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
Opes Wealth Management
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Guardian Financial Partners
CVA Family Office
Leonard Rickey Investment Advisors P
Townsend Asset Management Corp
UBS Group
Flow Traders US
Milestone Investment Advisors

View all funds holding Schwab Strategic Tr schwab fdt us bm