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Schwab 5-10 Year Corporate B otr shares owned by Assetmark

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

Historical chart of Assetmark 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 Assetmark 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 Assetmark

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.4M 63k 22.07
2024-09-30 $1.2M 27k 46.16
2024-06-30 $13k 294 44.10
2023-09-30 $1.1k 26 42.19
2021-03-31 $3.0k 66 45.45

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View all positions for Assetmark

Top funds holding Schwab 5-10 Year Corporate B otr

RiverFront Investment Group
Envestnet Asset Management
Campbell Wealth Management
Raymond James Financial
Royal Bank of Canada
Raymond James & Associates
Bouchey Financial
Bank of America Corporation
San Luis Wealth Advisors
Janney Montgomery Scott
L2 Asset Management
Gunma Bank
RWM Asset Management
Taddei, Ludwig & Associates
WT Wealth Management

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