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Schwab Strategic Tr intrm trm shares owned by Kades & Cheifetz

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

Historical chart of Kades & Cheifetz 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 Kades & Cheifetz 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 Kades & Cheifetz

Quarter filed Position value Share count Share price at filing
2024-09-30 $230k 4.5k 50.61
2024-06-30 $219k 4.5k 48.77
2024-03-31 $229k 4.7k 49.05
2023-09-30 $224k 4.7k 47.94
2023-06-30 $229k 4.7k 49.28
2023-03-31 $327k 6.5k 50.43
2022-12-31 $378k 7.7k 49.23

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 intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Bank of America Corporation
Stifel Financial
Jane Street
Cornerstone Wealth Advisors
State Street Corporation
Jpmorgan Chase & Co
Pacific Sage Partners
Madison Asset Management
Northwest Capital Management
CWM
Wealth Enhancement Advisory Services
Streettalk Advisors
Intelligence Driven Advisers

View all funds holding Schwab Strategic Tr intrm trm