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Schwab Strategic Tr 1 5yr corp bd shares owned by WBI Investments

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

Historical chart of WBI Investments 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 WBI Investments 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 WBI Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $210k 8.4k 24.95
2025-06-30 $211k 8.5k 24.81
2025-03-31 $258k 11k 24.64
2022-03-31 $533k 11k 47.63
2021-12-31 $414k 8.3k 49.75
2021-09-30 $414k 8.2k 50.36
2021-06-30 $380 10 38.00

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Victory Portfolios Ii Shares Free Cash (VFLO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Direxion Shs Etf Tr Auspce Cmd Stg (COM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Interactive Brokers Group In Com Cl A (IBKR)
Altria (MO)
Verizon Communications (VZ)
Kla Corp Com New (KLAC)
Pfizer (PFE)

View all positions for WBI Investments

Top funds holding Schwab Strategic Tr 1 5yr corp bd

Columbus Macro
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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