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Schwab 5-10 Year Corporate B otr shares owned by ARS Wealth Advisors Group

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

Historical chart of ARS Wealth Advisors Group investment in Schwab 5-10 Year Corporate B otr

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All positions including Schwab 5-10 Year Corporate B otr held by ARS Wealth Advisors 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 ARS Wealth Advisors Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $261k 12k 22.64

More positions owned by ARS Wealth Advisors Group

T Rowe Price Exchange-traded Ultra Shrt Trm (TBUX)
Spdr Series Trust ST STR PR SP1500 (SPTM)
Broadcom (AVGO)
Apple (AAPL)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Min Etf (USMV)
Microsoft Corporation (MSFT)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Johnson & Johnson (JNJ)
Merck & Co (MRK)
Chevron Corporation (CVX)

View all positions for ARS Wealth Advisors Group

Top funds holding Schwab 5-10 Year Corporate B otr

Captrust Financial Advisors
RiverFront Investment Group
Envestnet Asset Management
Raymond James Financial
Ameriprise Financial
Bouchey Financial
Permanens Capital
L2 Asset Management
Royal Bank of Canada
Bank of America Corporation
Janney Montgomery Scott
Taddei, Ludwig & Associates
Stifel Financial
Charles Schwab Trust
Van Strum & Towne

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