Golden Bell Financial Planning »

Schwab Strategic Tr 0 shares owned by Golden Bell Financial Planning

Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Golden Bell Financial Planning from 13F filings

Historical chart of Golden Bell Financial Planning investment in Schwab Strategic Tr 0

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 0 held by Golden Bell Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr 0 by Golden Bell Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.8M 364k 26.95
2025-06-30 $9.0M 336k 26.68

More positions owned by Golden Bell Financial Planning

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Us Tips Etf (SCHP)
American Centy Etf Tr Emerging Mkt Val (AVES)
American Centy Etf Tr International Lr (AVIV)
Dimensional Etf Trust Us Large Cap Val (DFLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr Tips Bd Etf (TIP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Golden Bell Financial Planning

Top funds holding Schwab Strategic Tr 0

Empower Advisory Group
Wealthfront Advisers
Municipal Employees' Retirement System of Michigan
Us Bancorp
Jpmorgan Chase & Co
Sei Investments
Quadratic Capital Management
Ing Investment Management
HPM Partners
Lincoln National
Alliancebernstein
Evoke Wealth
Central Trust & Investment
Jasper Ridge Partners
Alesco Advisors

View all funds holding Schwab Strategic Tr 0