Schwab Strategic Tr 1 5yr corp bd shares owned by ValMark Advisers
Quarter-by-quarter ownership of Schwab Strategic Tr 1 5yr corp bd (SCHJ) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers 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 ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 25k | 48.33 |
| 2023-12-31 | $1.2M | 25k | 48.38 |
| 2023-09-30 | $1.1M | 24k | 46.97 |
| 2023-06-30 | $1.1M | 24k | 47.27 |
| 2023-03-31 | $1.1M | 24k | 47.57 |
| 2022-12-31 | $1.1M | 23k | 46.89 |
| 2022-09-30 | $1.0M | 22k | 46.29 |
| 2022-06-30 | $947k | 20k | 47.48 |
| 2022-03-31 | $543k | 11k | 48.56 |
| 2021-12-31 | $395k | 7.8k | 50.49 |
| 2020-12-31 | $212k | 4.1k | 51.28 |
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