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Schwab Strategic Tr shares owned by CAP Partners

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by CAP Partners from 13F filings

Historical chart of CAP Partners investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by CAP Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by CAP Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $883k 36k 24.26
2023-12-31 $877k 36k 24.59

More positions owned by CAP Partners

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
American Centy Etf Tr Avantis Us Small (AVSC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Tesla Motors (TSLA)
Apple (AAPL)
Amazon (AMZN)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Microsoft Corporation (MSFT)
American Centy Etf Tr Intl Eqt Etf (AVDE)

View all positions for CAP Partners

Top funds holding Schwab Strategic Tr

Jane Street
Charles Schwab Investment Management
Summit Asset Management
Souders Financial Advisors
Kohmann Bosshard Financial Services
Principle Wealth Partners
Advisor Group Holdings
Tradition Wealth Management
Stifel Financial
First Merchants Bank, National Association
Asset Advisors Investment Management
Charles Schwab Trust
Citadel Advisors
HighTower Advisors
Bank of America Corporation

View all funds holding Schwab Strategic Tr