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Schwab Strategic Tr 1 5yr corp bd shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.6M 224k 24.90
2025-09-30 $5.4M 216k 24.94

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NVIDIA Corporation (NVDA)
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Amazon (AMZN)
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Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

Top funds holding Schwab Strategic Tr 1 5yr corp bd

Hartline Investment Corporation
Columbus Macro
White Wing Wealth Management
Envestnet Asset Management
Cetera Investment Advisers
SlateStone Wealth
Wealth Enhancement Advisory Services
Cape Investment Advisory
Meridian Wealth Management
Sightline Wealth Advisors
Summit Financial
Modera Wealth Management
Kestra Advisory Services
HighTower Advisors
Van Strum & Towne

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