CWM »

Schwab Strategic Tr 1 5yr corp bd shares owned by CWM

Quarter-by-quarter ownership of Schwab Strategic Tr 1 5yr corp bd (SCHJ) shares owned by CWM from 13F filings

Historical chart of CWM investment in Schwab Strategic Tr 1 5yr corp bd

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 1 5yr corp bd held by CWM 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 1 5yr corp bd by CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.0k 79 50.63
2023-12-31 $8.0k 162 49.38
2023-09-30 $8.0k 162 49.38
2023-06-30 $8.0k 162 49.38
2023-03-31 $4.0k 79 50.63
2022-06-30 $5.0k 104 48.08
2022-03-31 $13k 269 48.33
2021-12-31 $9.0k 183 49.18

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding Schwab Strategic Tr 1 5yr corp bd

Charles Schwab Investment Management
Envestnet Asset Management
Bank of America Corporation
Columbus Macro
TAP Consulting
Modera Wealth Management
Greenup Street Wealth Management
HighTower Advisors
White Wing Wealth Management
Kades & Cheifetz
Jpmorgan Chase & Co
LPL Financial
Essex
National Asset Management
AlphaStar Capital Management

View all funds holding Schwab Strategic Tr 1 5yr corp bd