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Schwab Strategic Tr 1 5yr corp bd shares owned by Howe and Rusling

Quarter-by-quarter ownership of Schwab Strategic Tr 1 5yr corp bd (SCHJ) shares owned by Howe and Rusling from 13F filings

Historical chart of Howe and Rusling 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 Howe and Rusling 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 Howe and Rusling

Quarter filed Position value Share count Share price at filing
2025-12-31 $67k 2.7k 24.90
2025-06-30 $42k 1.7k 24.81
2025-03-31 $42k 1.7k 24.64

More positions owned by Howe and Rusling

Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Us Gwt (IUSG)
Apple Call Option (Principal) (AAPL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Ishares Tr Intrm Gov Cr Etf (GVI)
Ishares Tr Core S&p Us Vlu (IUSV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Exxon Mobil Corporation (XOM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Meta Platforms Cl A (META)

View all positions for Howe and Rusling

Top funds holding Schwab Strategic Tr 1 5yr corp bd

Hartline Investment Corporation
Columbus Macro
White Wing Wealth Management
Envestnet Asset Management
Cetera Investment Advisers
SlateStone Wealth
Wealth Enhancement Advisory Services
Cape Investment Advisory
Meridian Wealth Management
Sightline Wealth Advisors
Summit Financial
Modera Wealth Management
Kestra Advisory Services
HighTower Advisors
Van Strum & Towne

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