UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in SCHJ — Schwab 1-5 Year Corporate Bond ETF
CIK 1463217
IRVING, TX
All Filings in SCHJ
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SCHJ | $594,290 | 24,036 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 SCHJ | $597,973 | 24,015 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 SCHJ | $680,125 | 27,265 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 SCHJ | $702,743 | 28,325 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 SCHJ | $699,776 | 28,400 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 SCHJ | $784,875 | 32,200 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 SCHJ | — | 18,150 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 SCHJ | — | 18,150 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 SCHJ | — | 20,050 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 SCHJ | — | 21,110 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 SCHJ | — | 18,430 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 SCHJ | — | 19,780 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 SCHJ | — | 8,316 | Shares | Defined | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||