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Schwab Strategic Tr shares owned by Meredith Wealth Planning

Quarter-by-quarter ownership of Schwab Strategic Tr (SCCR) shares owned by Meredith Wealth Planning from 13F filings

Historical chart of Meredith Wealth Planning investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Meredith Wealth Planning

Quarter filed Position value Share count Share price at filing
2026-09-30 $363k 15k 24.32

More positions owned by Meredith Wealth Planning

American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis All Eqt (AVGV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Avantis All Eqt (AVGE)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Emerging Mkt Val (AVES)
Dimensional Etf Trust Glob Co Plus Etf (DFGP)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Msci Intl Moment (IMTM)
NVIDIA Corporation (NVDA)

View all positions for Meredith Wealth Planning

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Sixth Street Partners Management Company
Breakwater Investment Management
Citadel Advisors
ATX Financial Planning
Susquehanna International
LPL Financial
Trust
Camarda Wealth Advisory
Jane Street
Meredith Wealth Planning
Goldman Sachs Group
Financial & Tax Architects
Acorn Wealth Advisors
Compass Financial Group

View all funds holding Schwab Strategic Tr