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Schwab Strategic Tr 1 5yr corp bd shares owned by Action Point Financial Planning

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

Historical chart of Action Point Financial Planning 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 Action Point Financial Planning 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 Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $35k 1.4k 24.66

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Schwab Strategic Tr 1 5yr corp bd

Envestnet Asset Management
Hamrick Investment Counsel
Hartline Investment Corporation
The Allstate Corporation
Cetera Investment Advisers
Columbus Macro
White Wing Wealth Management
Sightline Wealth Advisors
LPL Financial
Cape Investment Advisory
SlateStone Wealth
Bank of America Corporation
Meridian Wealth Management
Mml Investors Services
FF Advisors

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