Schwab Strategic Tr 1 5yr corp bd shares owned by Wedmont Private Capital
Quarter-by-quarter ownership of Schwab Strategic Tr 1 5yr corp bd (SCHJ) shares owned by Wedmont Private Capital
from 13F filings
Historical chart of Wedmont Private Capital 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 Wedmont Private Capital consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr 1 5yr corp bd by Wedmont Private Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $577k | 23k | 24.90 |
| 2025-06-30 | $566k | 23k | 24.70 |
| 2025-03-31 | $551k | 23k | 24.32 |
| 2024-12-31 | $544k | 22k | 24.30 |
| 2024-09-30 | $675k | 14k | 49.15 |
| 2024-06-30 | $662k | 14k | 48.63 |
| 2024-03-31 | $649k | 14k | 48.08 |
| 2023-12-31 | $646k | 13k | 48.23 |
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