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Schwab Strategic Tr 1 5yr corp bd shares owned by Phillips Financial Management

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

Historical chart of Phillips Financial 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 Phillips Financial 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 Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $22k 438 49.61

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for Phillips Financial Management

Top funds holding Schwab Strategic Tr 1 5yr corp bd

Columbus Macro
Envestnet Asset Management
Cetera Investment Advisers
TAP Consulting
Bank of America Corporation
Meridian Wealth Management
White Wing Wealth Management
Modera Wealth Management
Kades & Cheifetz
HighTower Advisors
LPL Financial
Citadel Advisors
Hm Payson & Co
AlphaStar Capital Management
National Asset Management

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