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Schwab Strategic Tr 1 5yr corp bd shares owned by D.B. Root & Company

Quarter-by-quarter ownership of Schwab Strategic Tr 1 5yr corp bd (SCHJ) shares owned by D.B. Root & Company from 13F filings

Historical chart of D.B. Root & Company investment in Schwab Strategic Tr 1 5yr corp bd

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All positions including Schwab Strategic Tr 1 5yr corp bd held by D.B. Root & Company 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 D.B. Root & Company

Quarter filed Position value Share count Share price at filing
2025-12-31 $233k 9.4k 24.90
2025-09-30 $213k 8.5k 24.95

More positions owned by D.B. Root & Company

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
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Innovator Etfs Trust U S Eq 10 Buffer (ZALT)
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Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dick's Sporting Goods (DKS)
Select Sector Spdr Tr State Street Tec (XLK)

View all positions for D.B. Root & Company

Top funds holding Schwab Strategic Tr 1 5yr corp bd

Hartline Investment Corporation
Columbus Macro
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Envestnet Asset Management
Cetera Investment Advisers
SlateStone Wealth
Wealth Enhancement Advisory Services
Meridian Wealth Management
Sightline Wealth Advisors
Summit Financial
Modera Wealth Management
Kestra Advisory Services
HighTower Advisors
Van Strum & Towne
Compass Financial Group

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