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Schwab Strategic Tr schwab fdt us bm shares owned by Retirement Planning Group

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

Historical chart of Retirement Planning Group 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 Retirement Planning Group 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 Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $447k 6.3k 70.37
2024-06-30 $673k 10k 65.58
2024-03-31 $681k 10k 66.26
2023-12-31 $663k 11k 61.10
2023-09-30 $615k 11k 55.09
2023-06-30 $661k 12k 56.74
2023-03-31 $630k 12k 54.12
2022-12-31 $617k 12k 52.62
2022-09-30 $564k 12k 47.16
2022-06-30 $625k 12k 50.27
2022-03-31 $726k 13k 57.74
2021-12-31 $729k 13k 58.07
2021-09-30 $695k 13k 53.58
2021-06-30 $703k 13k 54.34
2021-03-31 $700k 14k 51.26
2020-12-31 $660k 15k 44.91
2020-09-30 $574k 15k 38.12
2020-06-30 $628k 17k 36.22
2020-03-31 $705k 23k 30.70
2019-12-31 $1.6M 39k 42.13
2019-09-30 $1.6M 40k 39.13
2019-06-30 $1.8M 48k 38.67
2019-03-31 $1.9M 51k 37.59
2018-12-31 $2.0M 59k 33.50
2018-09-30 $2.2M 56k 39.53
2018-06-30 $2.4M 64k 37.38
2018-03-31 $20M 563k 36.21
2017-12-31 $21M 554k 37.28
2017-09-30 $19M 555k 35.06
2017-06-30 $18M 533k 33.72
2017-03-31 $18M 524k 33.71
2016-12-31 $17M 512k 32.54
2016-09-30 $16M 504k 31.01
2016-06-30 $13M 436k 30.03
2016-03-31 $13M 433k 29.34
2015-12-31 $12M 411k 28.54
2015-09-30 $11M 393k 27.15
2015-06-30 $11M 367k 29.65
2015-03-31 $11M 349k 30.05
2014-12-31 $9.7M 321k 30.09
2014-09-30 $8.5M 293k 28.85
2014-06-30 $6.9M 237k 28.99
2014-03-31 $5.8M 210k 27.78

More positions owned by Retirement Planning Group

Vanguard Specialized Funds Div App Etf (VIG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Ishares Tr Msci Intl Qualty (IQLT)
Pimco Etf Tr Multisector Bd (PYLD)
Ea Series Trust Freedom 100 Em (FRDM)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Victory Portfolios Ii Core Intrmediate (UBND)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Etfis Ser Tr I Virtus Newfleet (NFLT)

View all positions for Retirement Planning Group

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