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Schwab Strategic Tr 1 5yr corp bd shares owned by Brian McDonald

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

Historical chart of Brian McDonald 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 Brian McDonald 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 Brian McDonald

Quarter filed Position value Share count Share price at filing
2025-12-31 $50k 2.0k 24.90

More positions owned by Brian McDonald

Eli Lilly & Co. (LLY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Meta Platforms Cl A (META)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Brian McDonald

Top funds holding Schwab Strategic Tr 1 5yr corp bd

Hartline Investment Corporation
Columbus Macro
White Wing Wealth Management
Envestnet Asset Management
Cetera Investment Advisers
SlateStone Wealth
Wealth Enhancement Advisory Services
Cape Investment Advisory
Meridian Wealth Management
Sightline Wealth Advisors
Summit Financial
Modera Wealth Management
Kestra Advisory Services
HighTower Advisors
Van Strum & Towne

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