Briaud Financial Planning »

Schwab Strategic Tr cmn shares owned by Briaud Financial Planning

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

Historical chart of Briaud Financial Planning investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $40k 519 77.07
2023-09-30 $33k 519 63.58

More positions owned by Briaud Financial Planning

Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Msci Jpn Etf New (EWJ)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core S&p500 Etf (IVV)
Exxon Mobil Corporation (XOM)
Air Products & Chemicals (APD)
Apple (AAPL)
Walt Disney Company (DIS)
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Briaud Financial Planning

Top funds holding Schwab Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Envestnet Asset Management
Wealth Enhancement Advisory Services
Mariner Wealth Advisors
Betterment
Savant Capital Management
Gemmer Asset Management
Krilogy Financial
LPL Financial
Financial Advisors
Rainey & Randall Investment Management

View all funds holding Schwab Strategic Tr cmn