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Schwab Strategic Tr shares owned by Capasso Planning Partners

Quarter-by-quarter ownership of Schwab Strategic Tr (SCYB) shares owned by Capasso Planning Partners from 13F filings

Historical chart of Capasso Planning Partners investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Capasso Planning Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $393k 15k 26.73
2025-06-30 $692k 26k 26.54
2025-03-31 $1.0M 38k 26.11
2024-12-31 $1.2M 44k 26.16
2024-09-30 $1.9M 35k 53.50
2024-06-30 $2.2M 43k 51.62

More positions owned by Capasso Planning Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Spdr Series Trust Portfli Intrmdit (SPTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
American Centy Etf Tr Intl Smcp Vlu (AVDV)

View all positions for Capasso Planning Partners

Top funds holding Schwab Strategic Tr

Toroso Investments
Charles Schwab Trust
Dahring | Cusmano
Strategic Financial Planning
L2 Asset Management
Empowered Funds
Breakthru Advisory Services
CLS Investments
Jones Financial Companies, L.L
Mfg Wealth Management
Mma Asset Management
JT Stratford
Pensionmark Financial Group
Cetera Investment Advisers
Buckingham Strategic Partners

View all funds holding Schwab Strategic Tr