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Schwab Strategic Tr sht tm us tres shares owned by Kovack Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Kovack Advisors from 13F filings

Historical chart of Kovack Advisors investment in Schwab Strategic Tr sht tm us tres

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr sht tm us tres held by Kovack Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Kovack Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.0M 207k 24.20

More positions owned by Kovack Advisors

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Tesla Motors (TSLA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
Strategy Series A Perp Pf (STRK)
Meta Platforms Cl A (META)

View all positions for Kovack Advisors

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Sei Investments
Ameriprise Financial
Envestnet Asset Management
Stifel Financial
Pnc Financial Services
Moisand Fitzgerald Tamayo
State Street Corporation
Wealthfront Advisers
MCF Advisors
Bangor Savings Bank
LPL Financial
Wells Fargo & Company
Fiduciary Financial Group
LVW Advisors

View all funds holding Schwab Strategic Tr sht tm us tres