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Schwab Strategic Tr shares owned by Caldwell Sutter Capital

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Caldwell Sutter Capital from 13F filings

Historical chart of Caldwell Sutter Capital investment in Schwab Strategic Tr

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All positions including Schwab Strategic Tr held by Caldwell Sutter Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Caldwell Sutter Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $31k 1.3k 24.26
2023-12-31 $11k 428 24.59

More positions owned by Caldwell Sutter Capital

Apple (AAPL)
Msa Safety Inc equity (MSA)
Visa Com Cl A (V)
Microsoft Corporation (MSFT)
Caterpillar (CAT)
Kinetik Holdings New Cl A (KNTK)
Chevron Corp New Com (CVX)
Donegal Group Cl A (DGICA)
Costco Whsl Corp New Com (COST)
Atmus Filtration Technologies Ord (ATMU)
Natural Alternatives Intl Com New (NAII)
Ishares Tr Core S&p500 Etf (IVV)
First Internet Bancorp (INBK)
Vanguard Specialized Funds Div App Etf (VIG)
New England Rlty Assoc Ltd P Depository Rcpt (NEN)

View all positions for Caldwell Sutter Capital

Top funds holding Schwab Strategic Tr

Jane Street
Charles Schwab Investment Management
Summit Asset Management
Kohmann Bosshard Financial Services
Souders Financial Advisors
Principle Wealth Partners
Advisor Group Holdings
Tradition Wealth Management
Stifel Financial
HighTower Advisors
First Merchants Bank, National Association
Asset Advisors Investment Management
Charles Schwab Trust
Citadel Advisors
Bank of America Corporation

View all funds holding Schwab Strategic Tr