Schwab Strategic Tr 1 5yr corp bd shares owned by Roundview Capital
Quarter-by-quarter ownership of Schwab Strategic Tr 1 5yr corp bd (SCHJ) shares owned by Roundview Capital
from 13F filings
Historical chart of Roundview Capital 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 Roundview Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $592k | 24k | 24.95 |
| 2025-06-30 | $590k | 24k | 24.81 |
| 2025-03-31 | $623k | 25k | 24.64 |
| 2024-12-31 | $616k | 25k | 24.38 |
| 2024-09-30 | $624k | 13k | 49.61 |
| 2024-06-30 | $648k | 13k | 48.28 |
| 2024-03-31 | $649k | 13k | 48.33 |
| 2023-12-31 | $650k | 13k | 48.38 |
| 2023-09-30 | $631k | 13k | 46.97 |
| 2023-06-30 | $635k | 13k | 47.27 |
| 2023-03-31 | $675k | 14k | 47.57 |
| 2022-12-31 | $2.3M | 49k | 46.89 |
| 2022-09-30 | $2.5M | 53k | 46.30 |
| 2022-06-30 | $933k | 20k | 47.47 |
| 2022-03-31 | $954k | 20k | 48.54 |
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