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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

Tip: Access up to 7 years of quarterly data

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
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)
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 1 5yr corp bd

Charles Schwab Investment Management
Bank of America Corporation
Columbus Macro
TAP Consulting
Modera Wealth Management
Greenup Street Wealth Management
HighTower Advisors
Jane Street
White Wing Wealth Management
Kades & Cheifetz
National Asset Management
Essex
AlphaStar Capital Management
Rosenberg Matthew Hamilton
Van Strum & Towne

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