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Schwab Strategic Tr 1 5yr corp bd shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr 1 5yr corp bd (SCHJ) shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon 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 Perigon Wealth Management 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 Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $359k 15k 24.81
2025-03-31 $354k 14k 24.64
2024-12-31 $349k 14k 24.43
2024-09-30 $304k 6.1k 49.61
2024-06-30 $299k 6.2k 48.28
2024-03-31 $296k 6.1k 48.33

More positions owned by Perigon Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Gmo Etf Trust Gmo Us Quality E (QLTY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Series Trust State Street Spd (BIL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Perigon Wealth Management

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