Schwab Strategic Tr 1 5yr corp bd shares owned by Creative Planning
Quarter-by-quarter ownership of Schwab Strategic Tr 1 5yr corp bd (SCHJ) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning 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 Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $667k | 27k | 24.95 |
| 2025-06-30 | $625k | 25k | 24.81 |
| 2025-03-31 | $506k | 21k | 24.64 |
| 2024-12-31 | $525k | 22k | 24.38 |
| 2024-09-30 | $531k | 11k | 49.61 |
| 2024-06-30 | $494k | 10k | 48.28 |
| 2024-03-31 | $400k | 8.3k | 48.33 |
| 2023-12-31 | $571k | 12k | 48.38 |
| 2023-09-30 | $408k | 8.7k | 46.97 |
| 2023-06-30 | $840k | 18k | 47.27 |
| 2023-03-31 | $464k | 9.8k | 47.57 |
| 2022-12-31 | $442k | 9.4k | 46.89 |
| 2022-09-30 | $406k | 8.8k | 46.27 |
| 2022-06-30 | $327k | 6.9k | 47.54 |
| 2022-03-31 | $336k | 6.9k | 48.52 |
| 2021-12-31 | $274k | 5.4k | 50.60 |
| 2021-03-31 | $505k | 9.9k | 51.01 |
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