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Schwab Strategic Tr intrm trm shares owned by Kozak & Associates

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Kozak & Associates from 13F filings

Historical chart of Kozak & Associates investment in Schwab Strategic Tr intrm trm

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr intrm trm 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 intrm trm by Kozak & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.3k 167 49.69
2023-09-30 $7.9k 167 47.46

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 intrm trm

Charles Schwab Investment Advisory
Royal Bank of Canada
Stifel Financial
Goldman Sachs Group
Creative Planning
Crane Advisory
Jpmorgan Chase & Co
Pacific Sage Partners
Wealth Enhancement Advisory Services
Intelligence Driven Advisers
Streettalk Advisors
Cornerstone Wealth Advisors
Madison Asset Management
Allspring Global Investments Holdings
Northwest Capital Management

View all funds holding Schwab Strategic Tr intrm trm