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Schwab Strategic Tr 1 5yr corp bd shares owned by Coordinated Financial Services

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

Historical chart of Coordinated Financial Services 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 Coordinated Financial Services 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 Coordinated Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $677k 27k 24.95
2025-06-30 $552k 22k 24.81
2024-12-31 $555k 23k 24.38

More positions owned by Coordinated Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr Us Treas Bd Etf (GOVT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
NVIDIA Corporation (NVDA)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Coordinated Financial Services

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