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Schwab Strategic Tr 1 5yr corp bd shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Schwab Strategic Tr 1 5yr corp bd (SCHJ) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services 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 H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr 1 5yr corp bd by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $333k 6.9k 48.33
2023-12-31 $327k 6.8k 48.38
2023-09-30 $266k 5.7k 46.96
2023-06-30 $227k 4.8k 47.27

More positions owned by H D Vest Advisory Services

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr National Mun Etf (MUB)
NVIDIA Corporation (NVDA)

View all positions for H D Vest Advisory Services

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
National Asset Management
Essex
AlphaStar Capital Management

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