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Schwab 5-10 Year Corporate B otr shares owned by Bristlecone Advisors

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

Historical chart of Bristlecone Advisors 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 Bristlecone Advisors 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 Bristlecone Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $294k 6.4k 46.16
2024-06-30 $285k 6.5k 44.10
2024-03-31 $292k 6.6k 44.49
2023-12-31 $293k 6.5k 44.94
2023-09-30 $270k 6.4k 42.20
2023-06-30 $279k 6.3k 44.05
2023-03-31 $208k 4.7k 44.65

More positions owned by Bristlecone Advisors

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Ishares Tr Core S&p500 Etf (IVV)
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NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Costco Wholesale Corporation (COST)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds Large Cap Etf (VV)
Alphabet Cap Stk Cl A (GOOGL)
Arthur J. Gallagher & Co. (AJG)

View all positions for Bristlecone Advisors

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