Kades & Cheifetz »

Schwab Strategic Tr intrm trm shares owned by Kades & Cheifetz

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

Historical chart of Kades & Cheifetz investment in Schwab Strategic Tr intrm trm

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr intrm trm held by Kades & Cheifetz 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 intrm trm by Kades & Cheifetz

Quarter filed Position value Share count Share price at filing
2024-03-31 $229k 4.7k 49.05
2023-09-30 $224k 4.7k 47.94
2023-06-30 $229k 4.7k 49.28
2023-03-31 $327k 6.5k 50.43
2022-12-31 $378k 7.7k 49.23

More positions owned by Kades & Cheifetz

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

View all positions for Kades & Cheifetz

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Advisory
Royal Bank of Canada
Ameriprise Financial
Stifel Financial
Goldman Sachs Group
Crane Advisory
Jpmorgan Chase & Co
Creative Planning
Pacific Sage Partners
Wealth Enhancement Advisory Services
Intelligence Driven Advisers
Streettalk Advisors
Cornerstone Wealth Advisors
Madison Asset Management
Envestnet Asset Management

View all funds holding Schwab Strategic Tr intrm trm