Schwab Strategic Tr 1 5yr corp bd shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of Schwab Strategic Tr 1 5yr corp bd (SCHJ) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory investment in Schwab Strategic Tr 1 5yr corp bd
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Quarterly reported holdings in Schwab Strategic Tr 1 5yr corp bd by Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $4.6M | 184k | 24.81 |
| 2025-03-31 | $4.4M | 179k | 24.64 |
| 2024-12-31 | $4.3M | 177k | 24.38 |
| 2024-09-30 | $3.0M | 60k | 49.61 |
| 2024-06-30 | $1.4M | 30k | 48.28 |
| 2024-03-31 | $254k | 5.3k | 48.33 |
| 2023-12-31 | $254k | 5.3k | 48.38 |
| 2023-09-30 | $168k | 3.6k | 46.96 |
| 2023-06-30 | $169k | 3.6k | 47.28 |
| 2023-03-31 | $184k | 3.9k | 47.56 |
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