Wedmont Private Capital »

Schwab Strategic Tr 1 5yr corp bd shares owned by Wedmont Private Capital

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

Historical chart of Wedmont Private Capital 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 Wedmont Private Capital 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 Wedmont Private Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $649k 14k 48.08
2023-12-31 $646k 13k 48.23

More positions owned by Wedmont Private Capital

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Ishares Tr National Mun Etf (MUB)
Amazon (AMZN)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Wedmont Private Capital

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