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Schwab Strategic Tr us aggregate b shares owned by Cape Cod Five Cents Savings Bank

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Cape Cod Five Cents Savings Bank from 13F filings

Historical chart of Cape Cod Five Cents Savings Bank investment in Schwab Strategic Tr us aggregate b

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b held by Cape Cod Five Cents Savings Bank consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Cape Cod Five Cents Savings Bank

Quarter filed Position value Share count Share price at filing
2023-09-30 $754k 17k 44.23

More positions owned by Cape Cod Five Cents Savings Bank

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)

View all positions for Cape Cod Five Cents Savings Bank

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Rockbridge Investment Management, LCC
Honkamp Krueger Financial Services
Ameriprise Financial
Charles Schwab Trust
Financial Engines Advisors L.L.C
Total Wealth Planning
CWM
Wealth Enhancement Advisory Services
HighTower Advisors
Envestnet Asset Management
Resources Investment Advisors
Goldman Sachs Group
Kohmann Bosshard Financial Services
BlueSky Wealth Advisors

View all funds holding Schwab Strategic Tr us aggregate b