Lodestone Wealth Management »

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

Tip: Access up to 7 years of quarterly data

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
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