Concurrent Investment Advisors »

Schwab Strategic Tr 1 5yr corp bd shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors 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 Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr 1 5yr corp bd by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $338k 14k 24.95

More positions owned by Concurrent Investment Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation Put Option (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Pimco Etf Tr Active Bd Etf (BOND)
Broadcom (AVGO)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Concurrent Investment Advisors

Top funds holding Schwab Strategic Tr 1 5yr corp bd

Columbus Macro
Meridian Wealth Management
Envestnet Asset Management
White Wing Wealth Management
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Summit Financial
Modera Wealth Management
SlateStone Wealth
Kestra Advisory Services
Cape Investment Advisory
Integrated Wealth Concepts
Van Strum & Towne
HighTower Advisors
Compass Financial Group

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