Strategic Financial Planning, Inc. Purchases in Q3 2024

Strategic Financial Planning, Inc.

  • $151 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
26.8K
+ 6.63%
$19.78 - $23.53 $530K - $631K
431K $9.99M
IDEV
Ishares Core Msci Intl Develop

ETFs
17.6K
+ 258.3%
$63.46 - $71.43 $1.11M - $1.25M
24.4K $1.73M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
602
+ 0.21%
$41.9 - $48.26 $25.2K - $29.1K
285K $13.6M
VTI
Vanguard Total Stock Market Et

ETFs
3.08K
+ 22.92%
$255.18 - $283.2 $786K - $872K
16.5K $4.67M
SCHC
Schwab Strategic Tr Intl Small

ETFs
10.4K
+ 5.84%
$34.48 - $38.87 $360K - $406K
189K $7.29M
VNQI
Vanguard Global Ex U.S. Real

ETFs
3.63K
+ 3.53%
$40.45 - $47.24 $147K - $171K
107K $5M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
12.4K
+ 4.74%
$23.04 - $24.06 $285K - $297K
273K $6.58M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
742
New
$475.2 - $527.7 $353K - $392K
742 $391K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.84K
+ 9.68%
$36.02 - $41.68 $138K - $160K
43.5K $1.8M
ISCB
International Speedway Corp

ETFs
3.58K
New
$53.31 - $59.12 $191K - $212K
3.58K $210K
BNDX
Vanguard Total International B

ETFs
2.19K
+ 3.6%
$48.42 - $50.35 $106K - $110K
63K $3.17M
VEA
Vanguard Ftse Developed Market

ETFs
21
+ 0.05%
$47.6 - $53.31 $1K - $1.12K
45.5K $2.4M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
169
+ 0.64%
$75.47 - $83.18 $12.8K - $14.1K
26.6K $2.21M
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.71K
+ 7.66%
$51.58 - $53.79 $88.3K - $92K
24K $1.29M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.08K
+ 7.24%
$71.45 - $75.64 $77.2K - $81.8K
16K $1.2M
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
239
+ 1.0%
$35.6 - $38.62 $8.51K - $9.23K
24.2K $929K
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
174
+ 1.57%
$20.05 - $23.55 $3.49K - $4.1K
11.2K $262K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
648
+ 4.36%
$62.4 - $62.4 $40.4K - $40.4K
15.5K $968K
SPMD
Spdr Portfolio

ETFs
1
+ 0.01%
$50.29 - $54.92 $50.3 - $54.9
8.47K $462K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
399
+ 3.49%
$25.38 - $26.27 $10.1K - $10.5K
11.8K $311K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
74
+ 0.69%
$24.86 - $26.33 $1.84K - $1.95K
10.8K $282K
Activity Summary
Buys All Purchases 22 New Holdings 3 Increased Positions 19 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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