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Schwab Strategic Tr 0 shares owned by Goldstone Financial Group

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

Historical chart of Goldstone Financial Group investment in Schwab Strategic Tr 0

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr 0 by Goldstone Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 49k 26.61

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)
Schwab Strategic Tr Fundamental Us S (FNDA)

View all positions for Goldstone Financial Group

Top funds holding Schwab Strategic Tr 0

Empower Advisory Group
Wealthfront Advisers
Municipal Employees' Retirement System of Michigan
Quadratic Capital Management
Sei Investments
Bank of America Corporation
HPM Partners
Alliancebernstein
Evoke Wealth
Lincoln National
Ing Investment Management
Elm Partners Management
Central Trust & Investment
Nepc
Jasper Ridge Partners

View all funds holding Schwab Strategic Tr 0