Worth Asset Management »

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

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

Historical chart of Worth 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 Worth 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 Worth Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $273k 5.5k 49.61
2024-06-30 $266k 5.5k 48.28
2024-03-31 $271k 5.6k 48.33
2023-12-31 $445k 9.2k 48.38
2023-09-30 $385k 8.2k 46.97
2023-06-30 $402k 8.5k 47.27
2023-03-31 $331k 7.0k 47.57
2022-12-31 $349k 7.4k 46.89