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Schwab Strategic Tr shares owned by Strategic Financial Planning

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

Historical chart of Strategic Financial Planning investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Strategic 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 Strategic Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.1M 229k 26.73
2025-06-30 $5.7M 215k 26.54

More positions owned by Strategic Financial Planning

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Schwab Strategic Tr Us Reit Etf (SCHH)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Spdr Series Trust Portfolio Sm Etf (SPSM)
Schwab Strategic Tr High Yield Bd Et (SCYB)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)

View all positions for Strategic Financial Planning

Top funds holding Schwab Strategic Tr

Toroso Investments
Cornerstone Enterprises
Charles Schwab Trust
Dahring | Cusmano
Breakthru Advisory Services
Strategic Financial Planning
L2 Asset Management
Empowered Funds
CLS Investments
Jones Financial Companies, L.L
Mfg Wealth Management
Mma Asset Management
JT Stratford
Elm3 Financial Group
Pensionmark Financial Group

View all funds holding Schwab Strategic Tr