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Schwab Strategic Tr 0 shares owned by Investment Planning Advisors

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

Historical chart of Investment Planning Advisors investment in Schwab Strategic Tr 0

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr 0 by Investment Planning Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $370k 7.1k 52.01
2024-06-30 $370k 7.1k 52.01

More positions owned by Investment Planning Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Income Etf (JPIE)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ea Series Trust Freedom 100 Em (FRDM)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Investment Planning Advisors

Top funds holding Schwab Strategic Tr 0

Empower Advisory Group
Municipal Employees' Retirement System of Michigan
Quadratic Capital Management
Sei Investments
Ing Investment Management
Lincoln National
HPM Partners
Alliancebernstein
Nepc
Jasper Ridge Partners
Central Trust & Investment
Alesco Advisors
ARGI Investment Services
Evoke Wealth
Envestnet Asset Management

View all funds holding Schwab Strategic Tr 0