White Wing Wealth Management »

Schwab Strategic Tr 1 5yr corp bd shares owned by White Wing Wealth Management

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

Historical chart of White Wing Wealth 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 White Wing Wealth 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 White Wing Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.0M 141k 49.61
2024-06-30 $6.6M 136k 48.28
2024-03-31 $4.1M 85k 48.07

More positions owned by White Wing Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr International Sl (ISCF)
Apple (AAPL)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for White Wing Wealth Management

Top funds holding Schwab Strategic Tr 1 5yr corp bd

Columbus Macro
Envestnet Asset Management
Cetera Investment Advisers
TAP Consulting
Bank of America Corporation
Meridian Wealth Management
White Wing Wealth Management
Modera Wealth Management
Kades & Cheifetz
HighTower Advisors
LPL Financial
Citadel Advisors
Hm Payson & Co
AlphaStar Capital Management
National Asset Management

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