SlateStone Wealth, LLC
Position in SCHJ — Schwab 1-5 Year Corporate Bond ETF
CIK 1764049
JUPITER, FL
All Filings in SCHJ
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SCHJ | $7,906,758 | 319,788 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 SCHJ | $8,520,057 | 342,171 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 SCHJ | $5,155,058 | 206,657 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 SCHJ | $5,779,886 | 232,966 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 SCHJ | $4,827,468 | 195,920 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 SCHJ | $3,700,466 | 151,814 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 SCHJ | — | 58,618 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||