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Schwab Strategic Tr cmn shares owned by Golden Bell Financial Planning

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

Historical chart of Golden Bell 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 Golden Bell 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 Golden Bell Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.5M 156k 29.11
2025-06-30 $4.5M 161k 27.67

More positions owned by Golden Bell Financial Planning

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Us Tips Etf (SCHP)
American Centy Etf Tr Emerging Mkt Val (AVES)
American Centy Etf Tr International Lr (AVIV)
Dimensional Etf Trust Us Large Cap Val (DFLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr Tips Bd Etf (TIP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Golden Bell Financial Planning

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
Moneta Group Investment Advisors
Gemmer Asset Management
Betterment
LPL Financial
Savant Capital Management
Cetera Investment Advisers

View all funds holding Schwab Strategic Tr cmn