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Schwab Strategic Tr 0 shares owned by Kozak & Associates

Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Kozak & Associates from 13F filings

Historical chart of Kozak & Associates investment in Schwab Strategic Tr 0

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 0 held by Kozak & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr 0 by Kozak & Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.0k 110 26.82
2023-06-30 $52 1 52.00

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Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
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Costco Wholesale Corporation Stock (COST)
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Schwab Charles Corp Stock (SCHW)

View all positions for Kozak & Associates

Top funds holding Schwab Strategic Tr 0

Empower Advisory Group
Wealthfront Advisers
Municipal Employees' Retirement System of Michigan
Quadratic Capital Management
Sei Investments
Bank of America Corporation
HPM Partners
Alliancebernstein
Evoke Wealth
Lincoln National
Ing Investment Management
Elm Partners Management
Central Trust & Investment
Nepc
Jasper Ridge Partners

View all funds holding Schwab Strategic Tr 0