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Schwab Strategic Tr us dividend eq shares owned by Kades & Cheifetz

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Kades & Cheifetz from 13F filings

Historical chart of Kades & Cheifetz investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq 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 us dividend eq by Kades & Cheifetz

Quarter filed Position value Share count Share price at filing
2023-12-31 $15M 192k 76.13
2023-09-30 $14M 192k 70.76
2023-06-30 $14M 194k 72.62
2023-03-31 $14M 194k 73.16
2022-12-31 $15M 196k 75.54

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 us dividend eq

Bank of America Corporation
Charles Schwab Investment Advisory
H D Vest Advisory Services
Sumitomo Life Insurance
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
UBS Group
Royal Bank of Canada
Advisor Group Holdings
Orgel Wealth Management
Commonwealth Equity Services
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq