Capital Planning Advisors »

Schwab Strategic Tr shares owned by Capital Planning Advisors

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

Historical chart of Capital Planning Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Capital 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 Capital Planning Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $250k 2.5k 100.72

More positions owned by Capital Planning Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
World Gold Tr Spdr Gld Minis (GLDM)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Core Msci Emkt (IEMG)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)

View all positions for Capital Planning Advisors

Top funds holding Schwab Strategic Tr

Moulton Wealth Management
Wolfstich Capital
Advisor OS
Mjp Associates
Holistic Planning
Calton & Associates
Savant Capital Management
Clear Creek Financial Management
Tower Research Capital
Addison Capital
North Berkeley Wealth Management
Goldman Sachs Group
We Are One Seven
Worth Asset Management
Jane Street

View all funds holding Schwab Strategic Tr