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
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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 |
|---|---|---|---|
| 2025-06-30 | $245k | 9.9k | 24.81 |
| 2025-03-31 | $272k | 11k | 24.64 |
| 2024-12-31 | $269k | 11k | 24.38 |
| 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 |
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