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Schwab Strategic Tr 1 5yr corp bd shares owned by Kades & Cheifetz

Quarter-by-quarter ownership of Schwab Strategic Tr 1 5yr corp bd (SCHJ) shares owned by Kades & Cheifetz from 13F filings

Historical chart of Kades & Cheifetz investment in Schwab Strategic Tr 1 5yr corp bd

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All positions including Schwab Strategic Tr 1 5yr corp bd 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 1 5yr corp bd by Kades & Cheifetz

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.3M 86k 49.61
2024-06-30 $4.0M 83k 48.28
2024-03-31 $4.1M 84k 48.33
2023-12-31 $3.6M 75k 48.38
2023-09-30 $2.9M 62k 46.96
2023-06-30 $2.4M 51k 47.27
2023-03-31 $2.4M 50k 47.57
2022-12-31 $1.7M 37k 46.89

More positions owned by Kades & Cheifetz

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Strategy Ns 7handl Idx (HNDL)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Apple (AAPL)
Ishares Gold Tr Ishares New (IAU)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Conv Bd Etf (ICVT)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Pfd And Incm Sec (PFF)
Vanguard Wellington Short Trm Tax Ex (VTES)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Ishares Tr National Mun Etf (MUB)
Wisdomtree Tr Us Smallcap Divd (DES)
Ishares Msci Emrg Chn (EMXC)

View all positions for Kades & Cheifetz

Top funds holding Schwab Strategic Tr 1 5yr corp bd

Columbus Macro
Envestnet Asset Management
Cetera Investment Advisers
TAP Consulting
Bank of America Corporation
Meridian Wealth Management
White Wing Wealth Management
Modera Wealth Management
Kades & Cheifetz
HighTower Advisors
LPL Financial
Citadel Advisors
Hm Payson & Co
AlphaStar Capital Management
National Asset Management

View all funds holding Schwab Strategic Tr 1 5yr corp bd