Schwab Strategic Tr 1 5yr corp bd shares owned by Sightline Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr 1 5yr corp bd (SCHJ) shares owned by Sightline Wealth Advisors
from 13F filings
Historical chart of Sightline Wealth Advisors investment in Schwab Strategic Tr 1 5yr corp bd
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All positions including Schwab Strategic Tr 1 5yr corp bd held by Sightline Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr 1 5yr corp bd by Sightline Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 139k | 24.95 |
| 2025-06-30 | $1.6M | 65k | 24.81 |
| 2025-03-31 | $1.6M | 65k | 24.64 |
| 2024-12-31 | $2.1M | 85k | 24.38 |
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