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

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

Historical chart of Leading Edge 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 Leading Edge 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 Leading Edge Financial Planning

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$954k	20k	48.21
2023-09-30	$2.6M	55k	47.89
2023-06-30	$2.8M	58k	48.06
2023-03-31	$3.0M	62k	48.79
2022-12-31	$3.0M	63k	48.24

More positions owned by Leading Edge Financial Planning

Spdr Ser Tr Portfolio S&p500 (SPLG)

Dimensional Etf Trust Intl Core Equity (DFIC)

Spdr Ser Tr Portfolio Agrgte (SPAB)

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

Dimensional Etf Trust Us High Profitab (DUHP)

Dimensional Etf Trust Us Small Cap Val (DFSV)

Dimensional Etf Trust Emerging Mkts Co (DFEM)

American Centy Etf Tr Us Large Cap Vlu (AVLV)

Ishares Tr Global Reit Etf (REET)

Dimensional Etf Trust Inflation Prote (DFIP)

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

Schwab Strategic Tr Us Aggregate B (SCHZ)

Spdr Ser Tr Portfli High Yld (SPHY)

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for Leading Edge Financial Planning

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation

Jpmorgan Chase & Co

Charles Schwab Investment Management

Stifel Financial

Wealthfront Advisers

Bsc Private Wealth Management

SCS Capital Management

Pnc Financial Services

Mercer Global Advisors

Fund Evaluation Group

FLC Capital Advisors

View all funds holding Schwab Strategic Tr sht tm us tres

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