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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
2025-09-30 $5.2M 207k 24.94
2025-06-30 $5.8M 233k 24.81
2025-03-31 $4.8M 196k 24.64
2024-12-31 $3.7M 152k 24.37
2024-09-30 $2.9M 59k 49.61

More positions owned by SlateStone Wealth

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
iShares USA Quality Fctr Etf (QUAL)
Vanguard Index Funds EXTEND MK Etf (VXF)
Alphabet Inc Class A cs (GOOGL)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
iShares Russell 1000 Growth ET Etf (IWF)
Caterpillar (CAT)
Berkshire Hathaway (BRK.B)
Amphenol Corporation (APH)
iShares Russell 1000 Val ETF Etf (IWD)
iShares 20 Yr Tr Bond ETF Etf (TLT)
Pepsi (PEP)

View all positions for SlateStone Wealth

Top funds holding Schwab Strategic Tr 1 5yr corp bd

Columbus Macro
Meridian Wealth Management
Envestnet Asset Management
White Wing Wealth Management
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Summit Financial
Modera Wealth Management
SlateStone Wealth
Kestra Advisory Services
Cape Investment Advisory
Integrated Wealth Concepts
Van Strum & Towne
HighTower Advisors
Compass Financial Group

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