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Schwab Strategic Tr shares owned by Kades & Cheifetz

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

Historical chart of Kades & Cheifetz investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 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 by Kades & Cheifetz

Quarter filed Position value Share count Share price at filing
2023-12-31 $361k 6.9k 52.61

More positions owned by Kades & Cheifetz

Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)
Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Conv Bd Etf (ICVT)
Strategy Ns 7handl Idx (HNDL)
Ishares Tr Pfd And Incm Sec (PFF)
Wisdomtree Tr Us Smallcap Divd (DES)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Ishares Tr National Mun Etf (MUB)

View all positions for Kades & Cheifetz

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Charles Schwab Trust
Wedmont Private Capital
Pallas Capital Advisors
Beaird Harris Wealth Management
Bank of America Corporation
Myecfo
Garrett Investment Advisors
Adviser Investments
O'rourke & Company
VanderPol Investments
Captrust Financial Advisors
SageView Advisory Group
Bank of New York Mellon
Lindenwold Advisors

View all funds holding Schwab Strategic Tr