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Schwab Strategic Tr 0 shares owned by Novak Financial Planning

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

Historical chart of Novak 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 Novak Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr 0 by Novak Financial Planning

Quarter filed Position value Share count Share price at filing
2021-06-30 $1.7M 28k 62.51
2021-03-31 $1.3M 21k 61.15
2020-12-31 $637k 10k 62.11

More positions owned by Novak Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Blackrock Ultra (ICSH)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Growth Etf (VUG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Novak Financial Planning

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