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Schwab Strategic Tr shares owned by Golden Bell Financial Planning

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

Historical chart of Golden Bell Financial Planning investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 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 by Golden Bell Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $397k 16k 25.61
2025-06-30 $389k 16k 25.18

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

Charles Schwab Investment Management
Jones Financial Companies, L.L
Streettalk Advisors
Jpmorgan Chase & Co
Charles Schwab Trust
Pallas Capital Advisors
Fort Point Capital Partners
United Capital Financial Advisers
Wedmont Private Capital
Envestnet Asset Management
Garrett Investment Advisors
Jane Street
Beaird Harris Wealth Management
Old Mission Capital
Adviser Investments

View all funds holding Schwab Strategic Tr