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Schwab Strategic Tr 0 shares owned by MPS Loria Financial Planners

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

Historical chart of MPS Loria Financial Planners investment in Schwab Strategic Tr 0

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr 0 by MPS Loria Financial Planners

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.1M 160k 25.83
2024-09-30 $4.2M 78k 53.63
2024-06-30 $4.0M 77k 52.01
2024-03-31 $3.7M 72k 52.16

More positions owned by MPS Loria Financial Planners

Ishares Tr Rus 1000 Etf (IWB)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Russell 3000 Etf (IWV)
Schwab Strategic Tr Us Tips Etf (SCHP)
Progressive Corporation (PGR)
UnitedHealth (UNH)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Abbvie (ABBV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Ishares Tr Msci Eafe Etf (EFA)
Abbott Laboratories (ABT)

View all positions for MPS Loria Financial Planners

Top funds holding Schwab Strategic Tr 0

Empower Advisory Group
Quadratic Capital Management
Jpmorgan Chase & Co
Central Trust & Investment
Sei Investments
Ing Investment Management
Lincoln National
HPM Partners
Jasper Ridge Partners
Alliancebernstein
Nepc
Alesco Advisors
Evoke Wealth
ARGI Investment Services
Goldman Sachs Group

View all funds holding Schwab Strategic Tr 0