Schwab Strategic Tr 1 5yr corp bd shares owned by WR Wealth Planners
Quarter-by-quarter ownership of Schwab Strategic Tr 1 5yr corp bd (SCHJ) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners 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 WR Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $18k | 739 | 24.37 |
| 2024-09-30 | $22k | 446 | 49.58 |
| 2024-06-30 | $22k | 447 | 48.23 |
| 2024-03-31 | $23k | 467 | 48.28 |
| 2023-09-30 | $30k | 644 | 46.98 |
| 2023-06-30 | $33k | 691 | 47.27 |
| 2023-03-31 | $41k | 869 | 47.57 |
| 2022-12-31 | $43k | 910 | 46.89 |
| 2022-09-30 | $50k | 1.1k | 46.30 |
| 2022-06-30 | $101k | 2.1k | 47.49 |
| 2022-03-31 | $114k | 2.3k | 48.56 |
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