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Schwab Strategic Tr 1 5yr corp bd shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors 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 EverSource Wealth Advisors 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $92k 3.7k 24.95
2022-06-30 $0 5 0.00

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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
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Summit Financial
Modera Wealth Management
SlateStone Wealth
Kestra Advisory Services
Cape Investment Advisory
Integrated Wealth Concepts
Van Strum & Towne
HighTower Advisors
Compass Financial Group

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