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Schwab Strategic Tr 1 5yr corp bd shares owned by Pinnacle Private Wealth

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

Historical chart of Pinnacle Private Wealth 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 Pinnacle Private Wealth 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 Pinnacle Private Wealth

Quarter filed Position value Share count Share price at filing
2022-06-30 $834k 18k 47.49
2022-03-31 $853k 18k 48.57

More positions owned by Pinnacle Private Wealth

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Home Depot (HD)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core Div Grwth (DGRO)
Procter & Gamble Company (PG)
Tesla Motors (TSLA)
Ishares U S Etf Tr Blackrock St Mat (NEAR)
Ishares Tr Core High Dv Etf (HDV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr U.s. Tech Etf (IYW)
Chevron Corporation (CVX)

View all positions for Pinnacle Private Wealth

Top funds holding Schwab Strategic Tr 1 5yr corp bd

Columbus Macro
Envestnet Asset Management
Kades & Cheifetz
Cetera Investment Advisers
TAP Consulting
Bank of America Corporation
Meridian Wealth Management
White Wing Wealth Management
Essex
Pure Portfolios Holdings
Modera Wealth Management
Rosenberg Matthew Hamilton
White & Co Financial Planning
Sightline Wealth Advisors
Foundations Investment Advisors

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