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Schwab Strategic Tr 1 5yr corp bd shares owned by Essex

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

Historical chart of Essex 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 Essex 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 Essex

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.2M 64k 49.61
2024-06-30 $3.1M 64k 48.28
2024-03-31 $3.2M 65k 48.33
2023-12-31 $3.1M 65k 48.38
2023-09-30 $947k 20k 46.97
2023-06-30 $959k 20k 47.27
2023-03-31 $1.0M 21k 46.89
2022-12-31 $1.0M 21k 46.89

More positions owned by Essex

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Select Sector Spdr Tr Technology (XLK)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Goldman Sachs (GS)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Advanced Micro Devices (AMD)
Microsoft Corporation (MSFT)

View all positions for Essex

Top funds holding Schwab Strategic Tr 1 5yr corp bd

Columbus Macro
Envestnet Asset Management
Cetera Investment Advisers
TAP Consulting
Bank of America Corporation
Meridian Wealth Management
White Wing Wealth Management
Modera Wealth Management
Kades & Cheifetz
HighTower Advisors
LPL Financial
Citadel Advisors
Hm Payson & Co
National Asset Management
AlphaStar Capital Management

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