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Schwab Strategic Tr us aggregate b shares owned by Kays Financial Advisory Corp

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Kays Financial Advisory Corp from 13F filings

Historical chart of Kays Financial Advisory Corp investment in Schwab Strategic Tr us aggregate b

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All positions including Schwab Strategic Tr us aggregate b held by Kays Financial Advisory Corp 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 Kays Financial Advisory Corp

Quarter filed Position value Share count Share price at filing
2020-09-30 $286k 5.1k 56.01
2020-06-30 $282k 5.0k 56.22
2020-03-31 $286k 5.3k 54.34
2019-12-31 $268k 5.0k 53.47
2019-09-30 $591k 11k 53.84
2019-06-30 $535k 10k 53.07
2019-03-31 $516k 9.9k 51.90
2018-12-31 $11M 222k 50.59
2018-09-30 $485k 9.7k 50.25
2017-12-31 $237k 4.6k 51.86
2017-09-30 $230k 4.4k 52.57

More positions owned by Kays Financial Advisory Corp

Pimco Etf Tr Active Bd Etf (BOND)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Short Treas Bd (SHV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)
Select Sector Spdr Tr Technology (XLK)
Vanguard Scottsdale Fds Mortg-back Sec (VMBS)
Apple (AAPL)

View all positions for Kays Financial Advisory Corp

Top funds holding Schwab Strategic Tr us aggregate b

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

View all funds holding Schwab Strategic Tr us aggregate b