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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

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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
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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Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard Growth Etf Etf (VUG)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Neos Enhanced Income Ca Alt Etf Etf (CSHI)
Nvidia Corporation Stock (NVDA)
Vanguard Total Bond Market Etf Etf (BND)
Apple Stock (AAPL)
Broadcom Stock (AVGO)
Meta Platforms Inc Cl A Stock (META)
General Mtrs Stock (GM)
American Express Stock (AXP)
Caterpillar Stock (CAT)
Lam Research Corp Stock (LRCX)

View all positions for Worth Asset Management

Top funds holding Schwab Strategic Tr 1 5yr corp bd

Charles Schwab Investment Management
Bank of America Corporation
Columbus Macro
TAP Consulting
Modera Wealth Management
Greenup Street Wealth Management
HighTower Advisors
Jane Street
White Wing Wealth Management
Kades & Cheifetz
National Asset Management
Essex
AlphaStar Capital Management
Rosenberg Matthew Hamilton
Van Strum & Towne

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