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Schwab Strategic Tr cmn shares owned by Planning Strategies

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

Historical chart of Planning Strategies investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Planning Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $69k 2.0k 34.81

More positions owned by Planning Strategies

Vanguard Russell 1000 Growth Etf Etf (VONG)
Franklin International Low Volatility High Dividend Index Etf Etf (LVHI)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Invesco S&p 100 Equal Weight Etf Etf (EQWL)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Nvidia Corporation Stock (NVDA)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Apple Stock (AAPL)
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Planning Strategies

Top funds holding Schwab Strategic Tr cmn

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

View all funds holding Schwab Strategic Tr cmn