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Ishares Tr 0-5yr hi yl cp shares owned by Charles Schwab Investment Advisory

Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Charles Schwab Investment Advisory from 13F filings

Historical chart of Charles Schwab Investment Advisory investment in Ishares Tr 0-5yr hi yl cp

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All positions including Ishares Tr 0-5yr hi yl cp held by Charles Schwab Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr 0-5yr hi yl cp by Charles Schwab Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $200k 4.7k 42.55
2023-12-31 $200k 4.7k 42.22
2023-09-30 $235k 5.7k 41.03
2023-06-30 $239k 5.8k 41.45
2023-03-31 $224k 5.4k 41.68
2022-12-31 $219k 5.4k 40.89
2022-09-30 $221k 5.5k 39.94
2022-06-30 $249k 6.1k 40.53
2022-03-31 $305k 6.9k 44.00
2021-12-31 $280k 6.2k 45.36
2021-09-30 $294k 6.4k 45.73
2021-06-30 $302k 6.6k 46.02
2021-03-31 $351k 7.7k 45.77
2020-12-31 $437k 9.6k 45.48
2020-09-30 $465k 11k 43.97
2020-06-30 $531k 12k 42.87
2020-03-31 $0 14k 0.00
2019-12-31 $479k 10k 46.41
2019-09-30 $538k 12k 46.51
2019-06-30 $876k 19k 46.71
2019-03-31 $1.1M 24k 46.72
2018-12-31 $1.3M 28k 44.57
2018-09-30 $2.1M 44k 47.09
2018-06-30 $3.4M 72k 46.63
2018-03-31 $1.4B 31M 46.79
2017-12-31 $1.5B 32M 47.13
2017-09-30 $1.5B 31M 47.83
2017-06-30 $1.3B 26M 47.86
2017-03-31 $1.0B 21M 47.78
2016-12-31 $794M 17M 47.34
2016-09-30 $650M 14M 47.28
2016-06-30 $522M 11M 46.34
2016-03-31 $410M 9.1M 45.03
2015-12-31 $326M 7.3M 44.53
2015-09-30 $252M 5.5M 45.78
2015-06-30 $212M 4.4M 48.63
2015-03-31 $55M 1.1M 49.05

More positions owned by Charles Schwab Investment Advisory

Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Schwab Strategic Tr Us Reit Etf (SCHH)

View all positions for Charles Schwab Investment Advisory

Top funds holding Ishares Tr 0-5yr hi yl cp

Royal Bank of Canada
Empower Advisory Group
Assetmark
Financial Gravity Wealth
Grimes & Company
State of New Jersey Common Pension Fund D
Commonwealth Equity Services
Wealthfront Advisers
Bank of New York Mellon
Townsquare Capital
Wright Fund Managment
Bank of America Corporation
Wells Fargo & Company
Mercer Global Advisors
Pathstone Holdings

View all funds holding Ishares Tr 0-5yr hi yl cp