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Schwab Strategic Tr shares owned by Feltz Wealth PLAN

Quarter-by-quarter ownership of Schwab Strategic Tr (SCUS) shares owned by Feltz Wealth PLAN from 13F filings

Historical chart of Feltz Wealth PLAN investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Feltz Wealth PLAN consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Feltz Wealth PLAN

Quarter filed Position value Share count Share price at filing
2025-06-30 $302k 12k 25.19
2025-03-31 $888k 35k 25.19
2024-12-31 $659k 26k 25.12
2024-09-30 $526k 21k 25.25

More positions owned by Feltz Wealth PLAN

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Ishares Tr Core Div Grwth (DGRO)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Costco Wholesale Corporation (COST)
Vaneck Etf Trust Clo Etf (CLOI)

View all positions for Feltz Wealth PLAN

Top funds holding Schwab Strategic Tr

Concurrent Investment Advisors
Goldman Sachs Group
Jane Street
Hummer Financial Advisory Services
Coastwise Capital Group
Mainstream Capital Management
Savvy Advisors
Sculati Wealth Management
Wealth Enhancement Advisory Services
TD Waterhouse Canada
Anfield Capital Management
Golden State Wealth Management
AdvisorNet Financial
Costello Asset Management
Global Trust Asset Management

View all funds holding Schwab Strategic Tr