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

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

Historical chart of SlateStone 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 SlateStone 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 SlateStone Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 59k 49.61

More positions owned by SlateStone Wealth

Apple (AAPL)
SPDR S&P 500 ETF Tr Etf (SPY)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Invesco QQQ Ser 1 Etf (QQQ)
Alphabet Inc Class A cs (GOOGL)
iShares Russell 1000 Growth ET Etf (IWF)
iShares USA Quality Fctr Etf (QUAL)
Amazon (AMZN)
Pepsi (PEP)
iShares 20 Yr Tr Bond ETF Etf (TLT)
Caterpillar (CAT)
Vanguard High Div Yield Etf (VYM)
JPMorgan Chase & Co. (JPM)
Chevron Corporation (CVX)

View all positions for SlateStone Wealth

Top funds holding Schwab Strategic Tr 1 5yr corp bd

Columbus Macro
Envestnet Asset Management
Cetera Investment Advisers
TAP Consulting
Bank of America Corporation
Meridian Wealth Management
White Wing Wealth Management
Modera Wealth Management
Kades & Cheifetz
HighTower Advisors
LPL Financial
Citadel Advisors
Hm Payson & Co
AlphaStar Capital Management
National Asset Management

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