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Schwab 5-10 Year Corporate B otr shares owned by Carnick & Kubik

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

Historical chart of Carnick & Kubik 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 Carnick & Kubik 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 Carnick & Kubik

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 31k 44.49
2023-12-31 $1.3M 30k 44.94
2023-09-30 $1.1M 26k 42.20
2023-06-30 $1.1M 25k 44.05

More positions owned by Carnick & Kubik

Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom (AVGO)
Amazon (AMZN)
Lam Research Corporation (LRCX)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Indl (XLI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
JPMorgan Chase & Co. (JPM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)

View all positions for Carnick & Kubik

Top funds holding Schwab 5-10 Year Corporate B otr

Charles Schwab Investment Advisory
Charles Schwab Investment Management
RiverFront Investment Group
Raymond James & Associates
Bank of America Corporation
Janney Montgomery Scott
Jpmorgan Chase & Co
Bouchey Financial
Huntington Asset Advisors
Campbell Wealth Management
Ogorek Anthony Joseph
Taddei, Ludwig & Associates
Charles Schwab Trust
Wealth Enhancement Advisory Services
Marmo Financial Group

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