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

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

Historical chart of Capital Analysts 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 Capital Analysts 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 Capital Analysts

Quarter filed Position value Share count Share price at filing
2025-12-31 $105k 4.6k 23.00
2025-09-30 $360k 16k 23.12
2025-06-30 $326k 14k 22.74
2025-03-31 $321k 14k 22.44
2024-12-31 $317k 14k 22.10
2024-09-30 $421k 9.1k 46.16
2024-06-30 $301k 6.8k 44.08

More positions owned by Capital Analysts

Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Fidelity Covington Trust Enhanced Mid (FMDE)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Spdr Series Trust State Street Spd (SPIB)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Spdr Series Trust State Street Spd (SPHY)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Capital Analysts

Top funds holding Schwab 5-10 Year Corporate B otr

RiverFront Investment Group
Captrust Financial Advisors
Envestnet Asset Management
Raymond James Financial
Bouchey Financial
Ameriprise Financial
Royal Bank of Canada
Janney Montgomery Scott
Gunma Bank
L2 Asset Management
Taddei, Ludwig & Associates
Stifel Financial
LPL Financial
Huntington Asset Advisors
Van Strum & Towne

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