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Schwab Strategic Tr us lrg cap etf shares owned by Capital Planning Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Capital Planning Advisors from 13F filings

Historical chart of Capital Planning Advisors investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by Capital Planning Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Capital Planning Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $391k 15k 26.91

More positions owned by Capital Planning Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
World Gold Tr Spdr Gld Minis (GLDM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Apple (AAPL)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Microsoft Corporation (MSFT)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)

View all positions for Capital Planning Advisors

Top funds holding Schwab Strategic Tr us lrg cap etf

Us Bancorp
Creative Planning
Moneta Group Investment Advisors
HBK Sorce Advisory
Northwestern Mutual Wealth Management Company
Sei Investments
Sage Financial
Captrust Financial Advisors
Wealth Enhancement Advisory Services
HPM Partners
Betterment
Diversified Enterprises
HighTower Advisors
Henderson Group
Mercer Global Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf