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Schwab 5-10 Year Corporate B otr shares owned by AlphaCore Capital

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

Historical chart of AlphaCore Capital 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 AlphaCore Capital 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 AlphaCore Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $302k 13k 23.08
2025-06-30 $18k 803 22.76
2024-12-31 $441 20 22.05
2024-09-30 $92k 2.0k 46.16
2024-06-30 $969 22 44.09
2024-03-31 $30k 680 44.49
2023-06-30 $2.6k 59 44.05

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View all positions for AlphaCore Capital

Top funds holding Schwab 5-10 Year Corporate B otr

RiverFront Investment Group
Captrust Financial Advisors
Envestnet Asset Management
Raymond James Financial
Bouchey Financial
Royal Bank of Canada
Janney Montgomery Scott
Gunma Bank
L2 Asset Management
Jane Street
Taddei, Ludwig & Associates
Huntington Asset Advisors
Financial Engines Advisors L.L.C
Christopher J. Hasenberg
Stifel Financial

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