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Schwab Strategic Tr intrm trm shares owned by RCS Financial Planning

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

Historical chart of RCS 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 RCS 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 RCS Financial Planning

Quarter filed Position value Share count Share price at filing
2026-09-30 $6.0M 253k 23.70

More positions owned by RCS Financial Planning

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Core Fixe In Etf (DFCF)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Crowdstrike Hldgs Cl A (CRWD)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Tips Bd Etf (TIP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Intl Vec Equ Etf (DXIV)
Apple (AAPL)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for RCS Financial Planning

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Sixth Street Partners Management Company
Royal Bank of Canada
Ameriprise Financial
Envestnet Asset Management
Stifel Financial
Jpmorgan Chase & Co
Alliancebernstein
Bank of America Corporation
Exchange Traded Concepts
Cornerstone Wealth Advisors
Moisand Fitzgerald Tamayo
LPL Financial
Pacific Sage Partners
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr intrm trm