Lodestone Wealth Management LLC
Position in SCHJ — Schwab 1-5 Year Corporate Bond ETF
CIK 1950158
SPOKANE, WA
All Filings in SCHJ
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SCHJ | $342,935 | 13,870 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 SCHJ | $345,363 | 13,870 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 SCHJ | $345,987 | 13,870 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 SCHJ | $344,114 | 13,870 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 SCHJ | $341,756 | 13,870 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 SCHJ | $338,081 | 13,870 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 SCHJ | — | 6,935 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 SCHJ | — | 6,935 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 SCHJ | — | 6,935 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 SCHJ | — | 6,935 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 SCHJ | — | 7,614 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 SCHJ | — | 7,614 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 SCHJ | — | 7,614 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 SCHJ | — | 7,614 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||