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Schwab Strategic Tr 1 5yr corp bd shares owned by Burling Wealth Partners

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

Historical chart of Burling Wealth Partners 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 Burling Wealth Partners 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 Burling Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $236k 9.4k 24.95
2025-06-30 $304k 12k 24.81