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Schwab 5-10 Year Corporate B otr shares owned by Pinnacle Wealth Management Group

Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Pinnacle Wealth Management Group from 13F filings

Historical chart of Pinnacle Wealth Management Group 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 Pinnacle Wealth Management Group 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 Pinnacle Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $576k 13k 44.49
2023-12-31 $6.1M 135k 44.94
2023-09-30 $5.5M 130k 42.20

More positions owned by Pinnacle Wealth Management Group

Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Mbs Etf (MBB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Val Etf (IWD)
Innovator Etfs Trust Nasdaq 100 Mana
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Russell 2000 Etf (IWM)
Morgan Stanley Com New (MS)
Pacer Fds Tr Us Cash Cows 100 (COWZ)

View all positions for Pinnacle Wealth Management Group

Top funds holding Schwab 5-10 Year Corporate B otr

Charles Schwab Investment Advisory
Charles Schwab Investment Management
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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