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Schwab Strategic Tr sht tm us tres shares owned by Kozak & Associates

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

Historical chart of Kozak & Associates 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 Kozak & Associates 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 Kozak & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.2k 87 48.71
2023-09-30 $4.2k 87 47.75

More positions owned by Kozak & Associates

Spdr S&p 500 Etf Trust Etf (SPY)
Ishares U.s. Tech Independence Focused Etf Etf (IETC)
Invesco Qqq Trust Series I Etf (QQQ)
Invesco S&p 500 Revenue Etf Etf (RWL)
Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares Us Financial Services Etf Etf (IYG)
Nvidia Corporation Stock (NVDA)
Costco Whsl Corp Stock (COST)
Amazon Stock (AMZN)
Health Care Select Sector Spdr Fund Etf (XLV)
Vaneck Semiconductor Etf Etf (SMH)
Schwab Charles Corp Stock (SCHW)
Deere & Co Stock (DE)

View all positions for Kozak & Associates

Top funds holding Schwab Strategic Tr sht tm us tres

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

View all funds holding Schwab Strategic Tr sht tm us tres