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Schwab Strategic Tr 1 5yr corp bd shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $284k 12k 24.67

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Pensionmark Financial Group

Top funds holding Schwab Strategic Tr 1 5yr corp bd

Envestnet Asset Management
Hamrick Investment Counsel
Hartline Investment Corporation
The Allstate Corporation
Cetera Investment Advisers
Columbus Macro
White Wing Wealth Management
Sightline Wealth Advisors
LPL Financial
Cape Investment Advisory
SlateStone Wealth
Bank of America Corporation
Meridian Wealth Management
Mml Investors Services
FF Advisors

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