Ascentis Independent Advisors
Position in SCHJ — Schwab 1-5 Year Corporate Bond ETF
CIK 1845003
DALLAS, TX
All Filings in SCHJ
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SCHJ | $600,298 | 24,279 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 SCHJ | $286,051 | 11,488 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 SCHJ | $286,568 | 11,488 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 SCHJ | $272,612 | 10,988 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 SCHJ | $263,352 | 10,688 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 SCHJ | $226,395 | 9,288 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 SCHJ | — | 4,644 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 SCHJ | — | 4,644 | Shares | Sole | 2024-07-29 | |
| 2023-12-31 SCHJ | — | 4,670 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||