The Analysis of Strategic Financial Planning, Inc.'s Holdings
Currently, Strategic Financial Planning, Inc. holds 39 types of securities in its portfolio with a total value $175.8M. In the most recent quarter, they have increased their positions in BKLC (+17.9K shares, valued at $2.3M), SPSM (+35.4K shares, valued at $1.7M), SCHH (+24.5K shares, valued at $512.1K); decreased their positions in SCHB (-104.1K shares, valued at $2.7M), SCHA (-37.5K shares, valued at $1.1M), SCHC (-2.4K shares, valued at $107.6K); initiated new positions in BKLC (+17.9K shares, valued at $2.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHB SCHWAB STRATEGIC TR939.2K shares-9.98%2025-12-312026-02-17
SCHA SCHWAB STRATEGIC TR704.2K shares-5.06%2025-12-312026-02-17 VWO VANGUARD INTL EQUITY INDEX F312.7K shares1.00%2025-12-312026-02-17 SPDW SPDR INDEX SHS FDS371.4K shares1.01%2025-12-312026-02-17 VSS VANGUARD INTL EQUITY INDEX F78.5K shares1.54%2025-12-312026-02-17 SCHH SCHWAB STRATEGIC TR484.0K shares5.33%2025-12-312026-02-17 SPSM SPDR SERIES TRUST178.4K shares24.75%2025-12-312026-02-17 SCHC SCHWAB STRATEGIC TR170.2K shares-1.37%2025-12-312026-02-17 SCYB SCHWAB STRATEGIC TR237.5K shares3.86%2025-12-312026-02-17 VTI VANGUARD INDEX FDS16.2K shares-0.43%2025-12-312026-02-17 VNQI VANGUARD INTL EQUITY INDEX F117.6K shares5.13%2025-12-312026-02-17 SCHF SCHWAB STRATEGIC TR195.1K shares0.05%2025-12-312026-02-17 VXF VANGUARD INDEX FDS21.0K shares-0.03%2025-12-312026-02-17 BNDX VANGUARD CHARLOTTE FDS69.1K shares4.60%2025-12-312026-02-17 SCHE SCHWAB STRATEGIC TR101.8K shares-1.08%2025-12-312026-02-17 VEA VANGUARD TAX MANAGED INTL FD44.2K shares-0.09%2025-12-312026-02-17 SPTM SPDR SER TR33.3K shares0.01%2025-12-312026-02-17 BKLC BNY MELLON ETF TRUST17.9K sharesnew addition2025-12-312026-02-17 SCHM SCHWAB STRATEGIC TR74.9K shares-4.36%2025-12-312026-02-17 IEMG ISHARES INC29.2K shares-0.30%2025-12-312026-02-17 SPEM SPDR INDEX SHS FDS39.2K shares-0.90%2025-12-312026-02-17 IDEV ISHARES TR19.4K shares-0.65%2025-12-312026-02-17 BND VANGUARD BD INDEX FD INC19.6K shares-0.57%2025-12-312026-02-17 SCHP SCHWAB STRATEGIC TR50.7K shares2.54%2025-12-312026-02-17 SPHY SPDR SER TR55.0K shares1.24%2025-12-312026-02-17 VWOB VANGUARD WHITEHALL FDS INC16.0K shares4.39%2025-12-312026-02-17 SPMD SPDR SER TR17.9K shares17.43%2025-12-312026-02-17 USRT ISHARES TR17.7K shares0.02%2025-12-312026-02-17 LEMB ISHARES INC23.3K shares2.25%2025-12-312026-02-17 IVV ISHARES TR1.1K shares0.00%2025-12-312026-02-17 IJR ISHARES TR5.1K shares-2.16%2025-12-312026-02-17 VNQ VANGUARD INDEX FDS4.3K shares0.02%2025-12-312026-02-17 VO VANGUARD INDEX FDS975 shares0.00%2025-12-312026-02-17 SPAB SPDR SER TR10.9K shares1.14%2025-12-312026-02-17 HAUZ DBX ETF TR11.2K shares-0.01%2025-12-312026-02-17 HYMB SPDR SER TR10.4K shares0.28%2025-12-312026-02-17 ISCB ISHARES TR3.6K shares0.00%2025-12-312026-02-17 IJH ISHARES TR3.3K shares0.00%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available