SEC 13F Intelligence

Momentum Wealth Planning, LLC / SCHO

Momentum Wealth Planning, LLC’s Schwab Strategic Tr Position

Does Momentum Wealth Planning, LLC own Schwab Strategic Tr (SCHO)? Yes — 400.3K shares worth $10M (+8.63% of its 13F portfolio) as of Q1 2026, up from 265.1K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
400.3K
% of Portfolio
+8.63%
Quarters Held
3
currently held

Position History SCHO

Reported value by quarter
Q3 ’25: $7MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $10MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026400.3K$10M+8.63%
Q4 2025265.1K$6M+5.04%
Q3 2025279.8K$7M+5.31%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Momentum Wealth Planning, LLC’s full portfolio or all institutional holders of SCHO.