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Schwab Strategic Tr intrm trm shares owned by Novak Financial Planning

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

Historical chart of Novak Financial Planning investment in Schwab Strategic Tr intrm trm

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr intrm trm 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 intrm trm by Novak Financial Planning

Quarter filed Position value Share count Share price at filing
2021-06-30 $646k 11k 56.83
2021-03-31 $641k 11k 56.45
2020-12-31 $661k 11k 58.24

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 intrm trm

Charles Schwab Investment Advisory
Royal Bank of Canada
Stifel Financial
Goldman Sachs Group
Crane Advisory
Jpmorgan Chase & Co
Creative Planning
Pacific Sage Partners
Wealth Enhancement Advisory Services
Intelligence Driven Advisers
Streettalk Advisors
Cornerstone Wealth Advisors
Madison Asset Management
Envestnet Asset Management
Allspring Global Investments Holdings

View all funds holding Schwab Strategic Tr intrm trm