Compound Planning, Inc.
Position in SCHJ — Schwab 1-5 Year Corporate Bond ETF
CIK 1978879
NEW YORK, NY
All Filings in SCHJ
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SCHJ | $719,422 | 29,097 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 SCHJ | $708,056 | 28,436 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 SCHJ | $587,953 | 23,570 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 SCHJ | $567,181 | 22,861 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 SCHJ | $589,832 | 23,938 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 SCHJ | $591,898 | 24,283 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 SCHJ | — | 11,844 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 SCHJ | — | 12,647 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 SCHJ | — | 13,436 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 SCHJ | — | 14,739 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||