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Schwab Strategic Tr sht tm us tres shares owned by Envision Financial Planning

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Envision Financial Planning from 13F filings

Historical chart of Envision Financial Planning investment in Schwab Strategic Tr sht tm us tres

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr sht tm us tres held by Envision Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Envision Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $300k 12k 24.14

More positions owned by Envision Financial Planning

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Capital Group Conservative E SHS (CGCV)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Ibonds Dec 2033 (IBDY)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Ibonds Dec 2031 (IBDW)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Ava Mid Equ Etf (AVMC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Us Tips Etf (SCHP)

View all positions for Envision Financial Planning

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Jpmorgan Chase & Co
Ameriprise Financial
Sei Investments
Envestnet Asset Management
Alliancebernstein
Stifel Financial
MCF Advisors
LPL Financial
Wealth Enhancement Advisory Services
Moisand Fitzgerald Tamayo
Wells Fargo & Company
Pnc Financial Services
State Street Corporation
Wealthfront Advisers

View all funds holding Schwab Strategic Tr sht tm us tres