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Schwab Strategic Tr intrm trm shares owned by Carnick & Kubik

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Carnick & Kubik from 13F filings

Historical chart of Carnick & Kubik investment in Schwab Strategic Tr intrm trm

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr intrm trm held by Carnick & Kubik consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Carnick & Kubik

Quarter filed Position value Share count Share price at filing
2024-12-31 $232k 9.5k 24.29

More positions owned by Carnick & Kubik

Powell Industries (POWL)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Carnick & Kubik

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Ameriprise Financial
Bank of America Corporation
Stifel Financial
Jpmorgan Chase & Co
Wealth Enhancement Advisory Services
Cornerstone Wealth Advisors
State Street Corporation
Pacific Sage Partners
Madison Asset Management
Madison Investment Advisors
Envestnet Asset Management
Streettalk Advisors
Resonant Capital Advisors

View all funds holding Schwab Strategic Tr intrm trm