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Schwab 5-10 Year Corporate B otr shares owned by Harbor Investment Advisory

Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Harbor Investment Advisory from 13F filings

Historical chart of Harbor Investment Advisory investment in Schwab 5-10 Year Corporate B otr

Tip: Access up to 7 years of quarterly data

All positions including Schwab 5-10 Year Corporate B otr held by Harbor Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab 5-10 Year Corporate B otr by Harbor Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $53k 1.2k 44.49

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Marriott Intl Inc New Cl A Stock (MAR)
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Microsoft Corp Stock (MSFT)
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Unitedhealth Group Stock (UNH)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Mastercard Incorporated Cl A Stock (MA)
Visa Inc Com Cl A Stock (V)
Jpmorgan Chase & Co Stock (JPM)
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Ishares Core S&p 500 Etf Etf (IVV)
Ishares Russell 2000 Value Etf Etf (IWN)
Vanguard Growth Etf Etf (VUG)

View all positions for Harbor Investment Advisory

Top funds holding Schwab 5-10 Year Corporate B otr

Charles Schwab Investment Advisory
Charles Schwab Investment Management
RiverFront Investment Group
Envestnet Asset Management
Campbell Wealth Management
Royal Bank of Canada
Raymond James & Associates
Bank of America Corporation
Janney Montgomery Scott
Ogorek Anthony Joseph
Bouchey Financial
Huntington Asset Advisors
Taddei, Ludwig & Associates
Jpmorgan Chase & Co
Charles Schwab Trust

View all funds holding Schwab 5-10 Year Corporate B otr