Investment Planning Advisors »

Schwab Strategic Tr shares owned by Investment Planning Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Investment Planning Advisors from 13F filings

Historical chart of Investment Planning Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr by Investment Planning Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.1M 82k 25.76
2025-09-30 $1.8M 69k 25.61
2025-06-30 $1.6M 62k 25.18
2025-03-31 $1.4M 56k 25.37

More positions owned by Investment Planning Advisors

Spdr Series Trust State Street Spd (SPYM)
Vanguard World Mega Cap Index (MGC)
Ea Series Trust Freedom 100 Em (FRDM)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)

View all positions for Investment Planning Advisors

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Jones Financial Companies, L.L
Streettalk Advisors
Charles Schwab Trust
Jpmorgan Chase & Co
Pallas Capital Advisors
Fort Point Capital Partners
United Capital Financial Advisers
Wedmont Private Capital
Wealth Enhancement Advisory Services
Garrett Investment Advisors
Adviser Investments
Mml Investors Services
Beaird Harris Wealth Management
Perigon Wealth Management

View all funds holding Schwab Strategic Tr