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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Quarterly reported holdings in Schwab Strategic Tr 1 5yr corp bd by Lodestone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $346k | 14k | 24.95 |
| 2025-06-30 | $344k | 14k | 24.81 |
| 2025-03-31 | $342k | 14k | 24.64 |
| 2024-12-31 | $338k | 14k | 24.38 |
| 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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