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Schwab Strategic Tr shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Schwab Strategic Tr (SGVT) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.1M 71k 100.48

More positions owned by WealthPlan Investment Management

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Bufferlabs Us Eq (BFLB)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Spdr Series Trust State Street Spd (BIL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust State Street Spd (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)

View all positions for WealthPlan Investment Management

Top funds holding Schwab Strategic Tr

Wolfstich Capital
North Berkeley Wealth Management
Holistic Planning
Jane Street
Savant Capital Management
Addison Capital
Tower Research Capital
WealthPlan Investment Management
Encompass More Asset Management
We Are One Seven
Bleakley Financial Group
Luken Investment Analytics
Crumly & Associates
UBS Group
Belpointe Asset Management

View all funds holding Schwab Strategic Tr