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Schwab Strategic Tr 1 5yr corp bd shares owned by Level Financial Advisors

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

Historical chart of Level Financial Advisors 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 Level Financial Advisors 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 Level Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $441k 18k 24.95
2025-06-30 $494k 20k 24.81
2025-03-31 $490k 20k 24.64

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Top funds holding Schwab Strategic Tr 1 5yr corp bd

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

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