The Analysis of Strategic Financial Planning, Inc.'s Holdings
Currently, Strategic Financial Planning, Inc. holds 38 types of securities in its portfolio with a total value $172.6M. In the most recent quarter, they have increased their positions in SCHB (+60.5K shares, valued at $1.6M), SPSM (+19.3K shares, valued at $891.9K), SCYB (+13.7K shares, valued at $366.1K); decreased their positions in SCHA (-21.0K shares, valued at $587.2K), SPDW (-11.2K shares, valued at $478.1K), SCHC (-10.0K shares, valued at $454.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHB SCHWAB STRATEGIC TR1.0M shares6.16%2025-09-302025-11-13
SCHA SCHWAB STRATEGIC TR741.7K shares-2.76%2025-09-302025-11-13 VWO VANGUARD INTL EQUITY INDEX F309.6K shares0.88%2025-09-302025-11-13 SPDW SPDR INDEX SHS FDS367.7K shares-2.95%2025-09-302025-11-13 VSS VANGUARD INTL EQUITY INDEX F77.3K shares-1.20%2025-09-302025-11-13 SCHH SCHWAB STRATEGIC TR459.5K shares1.08%2025-09-302025-11-13 SCHC SCHWAB STRATEGIC TR172.6K shares-5.47%2025-09-302025-11-13 SPSM SPDR SERIES TRUST143.0K shares15.56%2025-09-302025-11-13 SCYB SCHWAB STRATEGIC TR228.7K shares6.37%2025-09-302025-11-13 VNQI VANGUARD INTL EQUITY INDEX F111.8K shares-1.28%2025-09-302025-11-13 VTI VANGUARD INDEX FDS16.2K shares-0.50%2025-09-302025-11-13 SCHF SCHWAB STRATEGIC TR195.0K shares-1.08%2025-09-302025-11-13 VXF VANGUARD INDEX FDS21.0K shares-0.00%2025-09-302025-11-13 SCHE SCHWAB STRATEGIC TR102.9K shares-2.11%2025-09-302025-11-13 BNDX VANGUARD CHARLOTTE FDS66.1K shares-0.70%2025-09-302025-11-13 SPTM SPDR SER TR33.3K shares-0.39%2025-09-302025-11-13 VEA VANGUARD TAX MANAGED INTL FD44.2K shares-1.08%2025-09-302025-11-13 SCHM SCHWAB STRATEGIC TR78.3K shares-1.67%2025-09-302025-11-13 IEMG ISHARES INC29.3K shares-3.57%2025-09-302025-11-13 SPEM SPDR INDEX SHS FDS39.6K shares-6.00%2025-09-302025-11-13 IDEV ISHARES TR19.5K shares-0.47%2025-09-302025-11-13 BND VANGUARD BD INDEX FD INC19.7K shares12.89%2025-09-302025-11-13 SCHP SCHWAB STRATEGIC TR49.5K shares-2.76%2025-09-302025-11-13 SPHY SPDR SER TR54.3K shares-1.56%2025-09-302025-11-13 USRT ISHARES TR17.7K shares-0.02%2025-09-302025-11-13 VWOB VANGUARD WHITEHALL FDS INC15.4K shares-0.07%2025-09-302025-11-13 LEMB ISHARES INC22.8K shares-0.86%2025-09-302025-11-13 SPMD SPDR SER TR15.2K shares40.51%2025-09-302025-11-13 IVV ISHARES TR1.1K shares0.00%2025-09-302025-11-13 IJR ISHARES TR5.2K shares0.00%2025-09-302025-11-13 VOO VANGUARD INDEX FDS700 shares0.00%2025-09-302025-11-13 VNQ VANGUARD INDEX FDS4.3K shares-0.55%2025-09-302025-11-13 VO VANGUARD INDEX FDS975 shares0.00%2025-09-302025-11-13 SPAB SPDR SER TR10.8K shares0.85%2025-09-302025-11-13 HAUZ DBX ETF TR11.2K shares0.00%2025-09-302025-11-13 HYMB SPDR SER TR10.3K shares-1.68%2025-09-302025-11-13 ISCB ISHARES TR3.6K shares0.00%2025-09-302025-11-13 IJH ISHARES TR3.3K shares-0.03%2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available