SCHO — SCHWAB STRATEGIC TR

Ownership history in Plan A Wealth LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Plan A Wealth LLC reported a position in SCHWAB STRATEGIC TR (SCHO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.9% (2025 Q4)
Avg. % of fund
2.9%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 243,374 — — 2.90% $5.9M $24.21
% of Fund (quarterly)    SCHO price (monthly, adj. close)

Other funds also holding SCHO

As of 2025 Q4 — sorted by position size

ACCESS FINANCIAL SERVICES, INC. 3Y 7Y 12.26% Moisand Fitzgerald Tamayo, LLC 3Y 7Y 10.1% TruNorth Capital Management, LLC 8.96% Passive Capital Management, LLC. 8.89% FLC Capital Advisors 3Y 7Y 7.33% ZynergyRetirementPlanningLLC 7.26% FIDUCIARY FINANCIAL GROUP, LLC 6.72% Courage Miller Partners, LLC 3Y 7Y 5.83% MBM WEALTH CONSULTANTS, LLC 3Y 7Y 5.21% LVW Advisors, LLC 3Y 7Y 5.12%
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