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Schwab Strategic Tr cmn shares owned by Comprehensive Financial Planning

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Comprehensive Financial Planning from 13F filings

Historical chart of Comprehensive Financial Planning investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Comprehensive Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.5k 288 29.61
2025-09-30 $8.4k 288 29.11
2025-06-30 $19k 690 27.68
2025-03-31 $18k 688 26.58
2024-12-31 $15k 576 26.07

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Top funds holding Schwab Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Vantagepoint Investment Advisers
Wealth Enhancement Advisory Services
Valpey Financial Services
Moneta Group Investment Advisors
Betterment
Gemmer Asset Management
Cetera Investment Advisers
LPL Financial

View all funds holding Schwab Strategic Tr cmn