Schwab Strategic Tr 1 5yr corp bd shares owned by Client 1st Advisory Group
Quarter-by-quarter ownership of Schwab Strategic Tr 1 5yr corp bd (SCHJ) shares owned by Client 1st Advisory Group
from 13F filings
Historical chart of Client 1st Advisory Group 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 Client 1st Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $434k | 17k | 24.95 |
| 2025-06-30 | $451k | 18k | 24.81 |
| 2025-03-31 | $613k | 25k | 24.64 |
| 2024-12-31 | $624k | 26k | 24.38 |
| 2024-09-30 | $646k | 13k | 49.61 |
| 2024-06-30 | $892k | 19k | 48.28 |
| 2024-03-31 | $919k | 19k | 48.33 |
| 2023-09-30 | $1.3M | 28k | 46.96 |
| 2023-06-30 | $2.0M | 43k | 47.27 |
| 2023-03-31 | $2.4M | 51k | 47.57 |
| 2022-12-31 | $3.3M | 71k | 46.89 |
| 2022-09-30 | $4.2M | 92k | 46.31 |
| 2022-06-30 | $4.7M | 99k | 47.49 |
| 2022-03-31 | $11M | 219k | 48.56 |
| 2021-12-31 | $15M | 287k | 50.55 |
| 2021-09-30 | $17M | 323k | 51.06 |
| 2021-06-30 | $15M | 283k | 51.18 |
| 2021-03-31 | $3.9M | 77k | 50.98 |
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