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Schwab Strategic Tr shares owned by Jaffetilchin Investment Partners

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Jaffetilchin Investment Partners from 13F filings

Historical chart of Jaffetilchin Investment Partners investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Jaffetilchin Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Jaffetilchin Investment Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $348k 13k 27.94
2025-06-30 $338k 12k 27.35
2025-03-31 $206k 8.1k 25.38
2024-09-30 $99k 3.8k 26.17

More positions owned by Jaffetilchin Investment Partners

Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Apple Stock (AAPL)
Vanguard Total Stock Market Etf Etf (VTI)
Nvidia Corporation Stock (NVDA)
Schwab U.s. Large-cap Etf Etf (SCHX)
Vanguard Large-cap Etf Etf (VV)
Invesco Qqq Trust Series I Etf (QQQ)
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Schwab U.s. Broad Market Etf Etf (SCHB)
Amazon Stock (AMZN)
Ft Vest Us Equity Deep Buffer Etf - January Etf (DJAN)
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)

View all positions for Jaffetilchin Investment Partners

Top funds holding Schwab Strategic Tr

Cresset Asset Management
Summit Asset Management
Hamel Associates
Advisor Group Holdings
HighTower Advisors
Charles Schwab Trust
Iron Financial
LPL Financial
LeConte Wealth Management
Modern Wealth Management
LongView Wealth Management
Sequoia Financial Advisors
Martin Worley Group
Robertson Stephens Wealth Management
Mutual Advisors

View all funds holding Schwab Strategic Tr