L.m. Kohn & Company »

Schwab Strategic Tr shares owned by L.m. Kohn & Company

Quarter-by-quarter ownership of Schwab Strategic Tr (SCYB) shares owned by L.m. Kohn & Company from 13F filings

Historical chart of L.m. Kohn & Company investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by L.m. Kohn & Company consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr by L.m. Kohn & Company

Quarter filed Position value Share count Share price at filing
2025-03-31 $911k 35k 26.11
2024-12-31 $311k 12k 26.16

More positions owned by L.m. Kohn & Company

Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Procter And Gamble Common Stock (PG)
Amazon Common Stock (AMZN)
Jpmorgan Chase & Co Common Stock (JPM)
Alphabet Inc Cap Stk Cl A Common Stock (GOOGL)
Nvidia Corporation Common Stock (NVDA)
Vanguard Index Fds S&p 500 Etf Exchange Traded Fund (VOO)
Costco Whsl Corp Common Stock (COST)
Blackstone Common Stock (BX)
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)
Select Sector Spdr Tr Technology Exchange Traded Fund (XLK)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol Exchange Traded Fund (SPHD)
Invesco Qqq Tr Unit Ser 1 Exchange Traded Fund (QQQ)
Spdr Ser Tr Bbg Conv Sec Etf Exchange Traded Fund (CWB)

View all positions for L.m. Kohn & Company

Top funds holding Schwab Strategic Tr

Toroso Investments
Charles Schwab Trust
Dahring | Cusmano
Strategic Financial Planning
L2 Asset Management
Empowered Funds
Breakthru Advisory Services
CLS Investments
Jones Financial Companies, L.L
Mfg Wealth Management
Mma Asset Management
JT Stratford
Pensionmark Financial Group
Cetera Investment Advisers
Buckingham Strategic Partners

View all funds holding Schwab Strategic Tr