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Schwab 5-10 Year Corporate B otr shares owned by Atria Investments

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

Historical chart of Atria Investments 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 Atria Investments 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 Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $817k 18k 46.16
2024-06-30 $258k 5.8k 44.10

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Unified Ser Tr Oneascent Core P (OACP)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Unified Ser Tr Oneascent Large (OALC)

View all positions for Atria Investments

Top funds holding Schwab 5-10 Year Corporate B otr

RiverFront Investment Group
Envestnet Asset Management
Campbell Wealth Management
Raymond James & Associates
Royal Bank of Canada
Bank of America Corporation
WT Wealth Management
Janney Montgomery Scott
San Luis Wealth Advisors
Bouchey Financial
Huntington Asset Advisors
Semmax Financial Advisors
Taddei, Ludwig & Associates
Charles Schwab Trust
Wealth Enhancement Advisory Services

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