Strategic Financial Planning, Inc. Buys SCHWAB STRATEGIC T, SCHWAB STRATEGIC T, SPDR SERIES TRUST, Sells VANGUARD INTL EQUI, VANGUARD INTL EQUI

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Aug 07, 2020
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Investment company Strategic Financial Planning, Inc. (Current Portfolio) buys SCHWAB STRATEGIC T, SCHWAB STRATEGIC T, SPDR SERIES TRUST, SCHWAB STRATEGIC T, VANGUARD INDEX FDS, sells VANGUARD INTL EQUI, VANGUARD INTL EQUI during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Strategic Financial Planning, Inc.. As of 2020Q2, Strategic Financial Planning, Inc. owns 29 stocks with a total value of $90 million. These are the details of the buys and sells.

For the details of Strategic Financial Planning, Inc.\'s stock buys and sells, \r\n go to https://www.gurufocus.com/guru/strategic+financial+planning%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Strategic Financial Planning, Inc.
  1. SCHWAB STRATEGIC T (SCHB) - 180,097 shares, 14.73% of the total portfolio. Shares reduced by 6.82%
  2. SCHWAB STRATEGIC T (SCHA) - 167,381 shares, 12.18% of the total portfolio. Shares reduced by 6.27%
  3. SPDR INDEX SHS FDS (SPDW) - 301,620 shares, 9.28% of the total portfolio. Shares reduced by 11.35%
  4. VANGUARD INTL EQUI (VWO) - 157,830 shares, 6.96% of the total portfolio. Shares reduced by 37.03%
  5. SCHWAB STRATEGIC T (SCHE) - 225,166 shares, 6.10% of the total portfolio. Shares added by 313.40%
New Purchase: VANGUARD INDEX FDS (VNQ)
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Strategic Financial Planning, Inc. initiated holding in VANGUARD INDEX FDS. The purchase prices were between $64.53 and $86.79, with an estimated average price of $75.73. The stock is now traded at around $82.29. The impact to a portfolio due to this purchase was 0.87%. The holding were 9,987 shares as of .

New Purchase: VanEck Vectors High Yield Municipal Index (HYD)
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Strategic Financial Planning, Inc. initiated holding in VanEck Vectors High Yield Municipal Index. The purchase prices were between $50.22 and $59.09, with an estimated average price of $55.88. The stock is now traded at around $60.63. The impact to a portfolio due to this purchase was 0.44%. The holding were 6,671 shares as of .

Added: SCHWAB STRATEGIC T (SCHE)

Strategic Financial Planning, Inc. added to a holding in SCHWAB STRATEGIC T by 313.40%. The purchase prices were between $19.87 and $25.05, with an estimated average price of $22.66. The stock is now traded at around $26.55. The impact to a portfolio due to this purchase was 4.62%. The holding were 225,166 shares as of .

Added: SCHWAB STRATEGIC T (SCHC)

Strategic Financial Planning, Inc. added to a holding in SCHWAB STRATEGIC T by 613.73%. The purchase prices were between $23.02 and $31.17, with an estimated average price of $27.55. The stock is now traded at around $32.06. The impact to a portfolio due to this purchase was 4.17%. The holding were 147,293 shares as of .

Added: SPDR SERIES TRUST (SPSM)

Strategic Financial Planning, Inc. added to a holding in SPDR SERIES TRUST by 86.86%. The purchase prices were between $19.87 and $29.39, with an estimated average price of $24.52. The stock is now traded at around $28.97. The impact to a portfolio due to this purchase was 1.48%. The holding were 107,513 shares as of .

Added: SCHWAB STRATEGIC T (SCHF)

Strategic Financial Planning, Inc. added to a holding in SCHWAB STRATEGIC T by 50.67%. The purchase prices were between $24.62 and $31.42, with an estimated average price of $28.04. The stock is now traded at around $31.16. The impact to a portfolio due to this purchase was 1.38%. The holding were 123,487 shares as of .

Added: SPDR SERIES TRUST (SPTM)

Strategic Financial Planning, Inc. added to a holding in SPDR SERIES TRUST by 44.65%. The purchase prices were between $29.99 and $39.74, with an estimated average price of $35.68. The stock is now traded at around $40.86. The impact to a portfolio due to this purchase was 0.48%. The holding were 37,076 shares as of .



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