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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
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 Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Apple (AAPL)
Spdr Ser Tr Portfli Intrmdit (SPTI)
The Trade Desk Com Cl A (TTD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Schwab Strategic Tr Fundamental Us L (FNDX)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Capasso Planning Partners

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Charles Schwab Trust
Capasso Planning Partners
Jane Street
Columbus Macro
Envestnet Asset Management
Cetera Investment Advisers
WealthBridge Capital Management
Sightline Wealth Advisors
Advisor Group Holdings
Bank of America Corporation
Breakwater Investment Management
CWM
IFP Advisors
Creative Financial Designs

View all funds holding Schwab Strategic Tr