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Schwab Strategic Tr 1 5yr corp bd shares owned by Valtinson Bruner Financial Planning

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

Historical chart of Valtinson Bruner Financial Planning investment in Schwab Strategic Tr 1 5yr corp bd

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All positions including Schwab Strategic Tr 1 5yr corp bd held by Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $246k 10k 24.66

More positions owned by Valtinson Bruner Financial Planning

Ishares Tr Ultra Short Dur (ICSH)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
Bondbloxx Etf Trust Bloo Twen Us Etf (XTWY)
Vanguard World Extended Dur (EDV)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Spdr Series Trust St Str P500val (SPYV)
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)
Hawkins (HWKN)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Innovator Etfs Trust Equi Du Di Octo (DDFO)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Innovator Etfs Trust Us Eqty Bufr May (BMAY)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)
Apple (AAPL)

View all positions for Valtinson Bruner Financial Planning

Top funds holding Schwab Strategic Tr 1 5yr corp bd

Envestnet Asset Management
Hamrick Investment Counsel
Hartline Investment Corporation
The Allstate Corporation
Cetera Investment Advisers
Columbus Macro
White Wing Wealth Management
Sightline Wealth Advisors
LPL Financial
Cape Investment Advisory
SlateStone Wealth
Bank of America Corporation
Meridian Wealth Management
Mml Investors Services
FF Advisors

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