Warren Averett Asset Management »

Schwab Strategic Tr 1 5yr corp bd shares owned by Warren Averett Asset Management

Quarter-by-quarter ownership of Schwab Strategic Tr 1 5yr corp bd (SCHJ) shares owned by Warren Averett Asset Management from 13F filings

Historical chart of Warren Averett Asset Management 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 Warren Averett Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr 1 5yr corp bd by Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.7M 188k 24.73

More positions owned by Warren Averett Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPIB)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Warren Averett Asset Management

Top funds holding Schwab Strategic Tr 1 5yr corp bd

Hamrick Investment Counsel
Hartline Investment Corporation
White Wing Wealth Management
Columbus Macro
Cetera Investment Advisers
Envestnet Asset Management
Sightline Wealth Advisors
Cape Investment Advisory
SlateStone Wealth
Meridian Wealth Management
Bank of America Corporation
Compass Financial Group
Van Strum & Towne
HighTower Advisors
Warren Averett Asset Management

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