Schwab Strategic Tr 1 5yr corp bd shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr 1 5yr corp bd (SCHJ) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors 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 Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $342k | 14k | 24.95 |
| 2025-06-30 | $341k | 14k | 24.81 |
| 2025-03-31 | $338k | 14k | 24.64 |
| 2024-12-31 | $338k | 14k | 24.38 |
| 2024-09-30 | $335k | 6.7k | 49.61 |
| 2024-06-30 | $326k | 6.7k | 48.28 |
| 2024-03-31 | $357k | 7.4k | 48.33 |
| 2023-12-31 | $329k | 6.8k | 48.38 |
| 2023-09-30 | $389k | 8.3k | 46.97 |
| 2023-06-30 | $391k | 8.3k | 47.27 |
| 2023-03-31 | $394k | 8.3k | 47.57 |
| 2022-12-31 | $388k | 8.3k | 46.89 |
| 2022-09-30 | $499k | 11k | 46.29 |
| 2022-06-30 | $512k | 11k | 47.45 |
| 2022-03-31 | $411k | 8.5k | 48.61 |
| 2021-12-31 | $923k | 18k | 50.56 |
| 2021-09-30 | $932k | 18k | 51.05 |
| 2021-06-30 | $833k | 16k | 51.17 |
| 2021-03-31 | $830k | 16k | 50.98 |
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