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Schwab Strategic Tr sht tm us tres shares owned by Kades & Cheifetz

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Kades & Cheifetz from 13F filings

Historical chart of Kades & Cheifetz investment in Schwab Strategic Tr sht tm us tres

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr sht tm us tres held by Kades & Cheifetz consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Kades & Cheifetz

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.8M 99k 48.45
2023-09-30 $4.9M 101k 47.89
2023-06-30 $4.8M 101k 48.06
2023-03-31 $4.9M 100k 48.79
2022-12-31 $4.8M 99k 48.24

More positions owned by Kades & Cheifetz

Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)
Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Conv Bd Etf (ICVT)
Strategy Ns 7handl Idx (HNDL)
Ishares Tr Pfd And Incm Sec (PFF)
Wisdomtree Tr Us Smallcap Divd (DES)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Ishares Tr National Mun Etf (MUB)

View all positions for Kades & Cheifetz

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Stifel Financial
Wealthfront Advisers
Bsc Private Wealth Management
SCS Capital Management
Pnc Financial Services
Mercer Global Advisors
Greenline Partners
MCF Advisors
Financial Counselors
Bangor Savings Bank
Fund Evaluation Group
FLC Capital Advisors

View all funds holding Schwab Strategic Tr sht tm us tres