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Schwab Strategic Tr shares owned by Harbor Asset Planning

Quarter-by-quarter ownership of Schwab Strategic Tr (SMBS) shares owned by Harbor Asset Planning from 13F filings

Historical chart of Harbor Asset Planning investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Harbor Asset Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.6k 142 25.68

More positions owned by Harbor Asset Planning

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Vanguard World Inf Tech Etf (VGT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Us Sml Cap Eqt (SMLF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Harbor Asset Planning

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
CacheTech
Adams Wealth Management
Summit Financial
Susquehanna International
Citadel Advisors
Jane Street
Mariner Wealth Advisors
LPL Financial
Chapman Financial Group
Mercer Global Advisors
Hidden Cove Wealth Management
Chapin Davis
Cetera Investment Advisers
Creative Planning

View all funds holding Schwab Strategic Tr