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Schwab Strategic Tr 1 5yr corp bd shares owned by LPL Financial

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

Historical chart of LPL Financial 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 LPL Financial 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 LPL Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.3M 69k 48.33
2023-09-30 $318k 6.8k 46.96
2023-06-30 $289k 6.1k 47.27

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Ishares Tr Core Msci Eafe (IEFA)
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
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Spdr Ser Tr Portfolio S&p500 (SPLG)
Amazon (AMZN)

View all positions for LPL Financial

Top funds holding Schwab Strategic Tr 1 5yr corp bd

Charles Schwab Investment Management
Envestnet Asset Management
Cetera Investment Advisers
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

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