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Schwab 5-10 Year Corporate B otr shares owned by Advisor Resource Council

Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Advisor Resource Council from 13F filings

Historical chart of Advisor Resource Council 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 Advisor Resource Council 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 Advisor Resource Council

Quarter filed Position value Share count Share price at filing
2025-12-31 $310k 14k 22.90

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JPMorgan Chase & Co. (JPM)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
NVIDIA Corporation (NVDA)
Spdr Gold Tr Gold Shs (GLD)
Ishares Msci Japan Etf (EWJ)
Select Sector Spdr Tr State Street Tec (XLK)
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Select Sector Spdr Tr State Street Fin (XLF)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Select Sector Spdr Tr State Street Con (XLY)

View all positions for Advisor Resource Council

Top funds holding Schwab 5-10 Year Corporate B otr

RiverFront Investment Group
Captrust Financial Advisors
Envestnet Asset Management
Raymond James Financial
Bouchey Financial
Ameriprise Financial
Janney Montgomery Scott
L2 Asset Management
Taddei, Ludwig & Associates
Stifel Financial
LPL Financial
Huntington Asset Advisors
Charles Schwab Trust
Van Strum & Towne
William Blair $ Company

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