Schwab Strategic Tr 1 5yr corp bd shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr 1 5yr corp bd (SCHJ) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone 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 Lodestone 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 Lodestone Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $344k | 6.9k | 49.61 |
2024-06-30 | $335k | 6.9k | 48.28 |
2024-03-31 | $335k | 6.9k | 48.33 |
2023-12-31 | $336k | 6.9k | 48.38 |
2023-09-30 | $358k | 7.6k | 46.97 |
2023-06-30 | $360k | 7.6k | 47.27 |
2023-03-31 | $362k | 7.6k | 47.57 |
2022-12-31 | $357k | 7.6k | 46.89 |
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