Schwab Strategic Tr 1 5yr corp bd shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr 1 5yr corp bd (SCHJ) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management 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 Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr 1 5yr corp bd by Heritage Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2022-12-31 | $588k | 13k | 46.89 |
2022-09-30 | $294k | 6.3k | 46.37 |
2022-06-30 | $321k | 6.8k | 47.49 |
2022-03-31 | $402k | 8.3k | 48.58 |
2021-09-30 | $458k | 9.0k | 51.06 |
2021-06-30 | $435k | 8.5k | 51.19 |
2021-03-31 | $235k | 4.6k | 51.03 |
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