Schwab Strategic Tr 1 5yr corp bd shares owned by Kingsview Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr 1 5yr corp bd (SCHJ) shares owned by Kingsview Wealth Management
from 13F filings
Historical chart of Kingsview Wealth Management investment in Schwab Strategic Tr 1 5yr corp bd
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Quarterly reported holdings in Schwab Strategic Tr 1 5yr corp bd by Kingsview Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $488k | 20k | 24.81 |
| 2025-03-31 | $437k | 18k | 24.64 |
| 2024-12-31 | $387k | 16k | 24.38 |
| 2024-09-30 | $404k | 8.1k | 49.61 |
| 2024-06-30 | $479k | 9.9k | 48.28 |
| 2024-03-31 | $538k | 11k | 48.33 |
| 2023-12-31 | $547k | 11k | 48.38 |
| 2023-09-30 | $558k | 12k | 46.97 |
| 2023-06-30 | $607k | 13k | 47.27 |
| 2023-03-31 | $920k | 19k | 47.57 |
| 2022-12-31 | $1.1M | 23k | 46.89 |
| 2022-09-30 | $1.2M | 25k | 46.31 |
| 2022-06-30 | $1.2M | 25k | 47.47 |
| 2022-03-31 | $1.2M | 25k | 48.56 |
| 2021-12-31 | $1.2M | 25k | 50.54 |
| 2021-09-30 | $861k | 17k | 51.03 |
| 2021-06-30 | $775k | 15k | 51.12 |
| 2021-03-31 | $661k | 13k | 50.92 |
| 2020-12-31 | $633k | 12k | 51.40 |
| 2020-09-30 | $490k | 9.5k | 51.47 |
| 2020-06-30 | $411k | 8.0k | 51.45 |
| 2020-03-31 | $389k | 7.9k | 49.09 |
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