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

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

Historical chart of Capital Investment 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 Capital Investment 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 Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $277k 12k 22.76
2025-03-31 $208k 9.3k 22.46

More positions owned by Capital Investment Advisors

Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Msci Intl Qualty (IQLT)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchange-traded No Amer Energy (EMLP)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr State Street Hea (XLV)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Microsoft Corporation (MSFT)
Ishares Tr Ibds Dec28 Etf (IBDT)
Johnson & Johnson (JNJ)
Home Depot (HD)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds Dec 2030 (IBDV)

View all positions for Capital Investment Advisors

Top funds holding Schwab 5-10 Year Corporate B otr

RiverFront Investment Group
Captrust Financial Advisors
Envestnet Asset Management
Raymond James Financial
Bouchey Financial
Royal Bank of Canada
Janney Montgomery Scott
Gunma Bank
L2 Asset Management
Jane Street
Taddei, Ludwig & Associates
Huntington Asset Advisors
Financial Engines Advisors L.L.C
Stifel Financial
Charles Schwab Trust

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