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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly 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