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Schwab Strategic Tr sht tm us tres shares owned by Holistic Planning

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

Historical chart of Holistic 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 Holistic 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $300k 12k 24.14
2026-03-31 $229k 9.4k 24.27

More positions owned by Holistic Planning

Ea Series Trust Strive 500 Etf (STXF)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ea Series Trust Strive Enhanced (BUXX)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Us Larg (AVLC)
Ea Series Trust Stri 1000 Va Etf (STXV)
Ea Series Trust Strive 1000 Grwt (STXG)
First Tr Exchange-traded Vest Laddered (ACYN)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Govt Mone Ma Etf (SGVT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)

View all positions for Holistic 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