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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly 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