Roundview Capital »

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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 1 5yr corp bd held by Roundview Capital consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr 1 5yr corp bd by Roundview Capital

Quarter filed Position value Share count Share price at filing
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

More positions owned by Roundview Capital

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Intermed Term (BIV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
NVIDIA Corporation (NVDA)
Mastercard Incorporated Cl A (MA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Roundview Capital

Top funds holding Schwab Strategic Tr 1 5yr corp bd

Charles Schwab Investment Management
Bank of America Corporation
Columbus Macro
TAP Consulting
Modera Wealth Management
Greenup Street Wealth Management
HighTower Advisors
Jane Street
White Wing Wealth Management
Kades & Cheifetz
Jpmorgan Chase & Co
LPL Financial
National Asset Management
Essex
AlphaStar Capital Management

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