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Schwab Strategic Tr 1 5yr corp bd shares owned by Heritage Financial Services

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

Historical chart of Heritage Financial Services 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 Heritage Financial Services 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 Heritage Financial Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $206k 8.3k 24.81
2025-03-31 $204k 8.3k 24.64
2024-12-31 $202k 8.3k 24.38

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Vanguard Scottsdale Fds Inter Term Treas (VGIT)
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Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Income Etf (JPIE)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Sustainabilty (DFSU)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust International (DFSI)
Microsoft Corporation (MSFT)

View all positions for Heritage Financial Services

Top funds holding Schwab Strategic Tr 1 5yr corp bd

Columbus Macro
White Wing Wealth Management
Meridian Wealth Management
Envestnet Asset Management
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Sightline Wealth Advisors
Summit Financial
SlateStone Wealth
Kestra Advisory Services
Integrated Wealth Concepts
Van Strum & Towne
HighTower Advisors
Compass Financial Group
Pure Portfolios Holdings

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