Schwab Strategic Tr 1 5yr corp bd shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of Schwab Strategic Tr 1 5yr corp bd (SCHJ) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in Schwab Strategic Tr 1 5yr corp bd
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Quarterly reported holdings in Schwab Strategic Tr 1 5yr corp bd by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $680k | 27k | 24.95 |
| 2025-06-30 | $703k | 28k | 24.81 |
| 2025-03-31 | $700k | 28k | 24.64 |
| 2024-12-31 | $785k | 32k | 24.38 |
| 2024-09-30 | $900k | 18k | 49.61 |
| 2024-06-30 | $876k | 18k | 48.28 |
| 2024-03-31 | $969k | 20k | 48.33 |
| 2023-12-31 | $1.0M | 21k | 48.38 |
| 2023-09-30 | $866k | 18k | 46.97 |
| 2023-06-30 | $935k | 20k | 47.27 |
| 2023-03-31 | $396k | 8.3k | 47.57 |
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