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Schwab Strategic Tr cmn shares owned by Planned Solutions

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Planned Solutions from 13F filings

Historical chart of Planned Solutions investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Planned Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $158k 2.0k 80.37
2023-12-31 $137k 2.0k 70.10
2020-12-31 $117k 2.0k 59.69
2020-09-30 $104k 2.0k 52.42

More positions owned by Planned Solutions

Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Jpmorgan Income Etf Etf (JPIE)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Invesco Qqq Trust Series I Etf (QQQ)
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Invesco S&p 500 Garp Etf Etf (SPGP)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Ishares Core Msci Eafe Etf Etf (IEFA)
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
Ishares Large Cap Deep Buffer Etf Etf (IVVB)
Illinois Tool Wks Stock (ITW)
Elastic N V Ord Stock (ESTC)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)

View all positions for Planned Solutions

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
Betterment
Gemmer Asset Management
LPL Financial
Savant Capital Management
Moneta Group Investment Advisors
Rainey & Randall Investment Management
Mokosak Advisory Group
Financial Advisors

View all funds holding Schwab Strategic Tr cmn