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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

Tip: Access up to 7 years of quarterly data

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

View all positions for Essex

Top funds holding Schwab Strategic Tr 1 5yr corp bd

Charles Schwab Investment Management
Bank of America Corporation
Columbus Macro
TAP Consulting
Modera Wealth Management
Greenup Street Wealth Management
HighTower Advisors
Jane Street
White Wing Wealth Management
Kades & Cheifetz
National Asset Management
Essex
AlphaStar Capital Management
Rosenberg Matthew Hamilton
Van Strum & Towne

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