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Schwab Strategic Tr 1 5yr corp bd shares owned by Compass Financial Management

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

Historical chart of Compass Financial Management 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 Compass Financial Management 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 Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.6k 229 24.66

More positions owned by Compass Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Technology SPDR (XLK)
Spdr S&p 500 Etf (SPY)
Janus Detroit Str Tr (JAAA)
Invesco Qqq Trust Series 1 (QQQ)
Palantir Technologies Inclass A Com Cl A (PLTR)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Vanguard S&p 500 Etf idx (VOO)
Amazon (AMZN)
Alphabet Inc Class A Com Cl A (GOOGL)
Alphabet Inc Class C Com Cl C (GOOG)
Vanguard High Dividend Yield ETF (VYM)
Meta Platforms Inc Class A Com Cl A (META)

View all positions for Compass Financial Management

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