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Schwab 5-10 Year Corporate B otr shares owned by Cascades Capital Asset Management

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

Historical chart of Cascades Capital Asset Management 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 Cascades Capital Asset Management 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 Cascades Capital Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $954k 21k 46.16

More positions owned by Cascades Capital Asset Management

Vanguard S&P 500 ETF Common Equity (VOO)
Vanguard S&P 500 Value Common Equity (VOOV)
Vanguard Dividend Appreciation ETF Common Equity (VIG)
Microsoft Corp Common Equity (MSFT)
Apple Common Equity (AAPL)
Nvidia Corp Common Equity (NVDA)
Vanguard Growth ETF Common Equity (VUG)
Unitedhealth Group Common Equity (UNH)
Wisdomtree Floating Rate Treasury ETF Common Equity (USFR)
Wisdomtree US Quality Dividend Common Equity (DGRW)
S P D R S&p 500 Etf Common Equity (SPY)
Vanguard Mid Cap Index ETF Common Equity (VO)
Alphabet Inc Class A Common Equity (GOOGL)
Pacer Swan SOS Fund Of Funds Common Equity (PSFF)
Lilly Eli & Company Common Equity (LLY)

View all positions for Cascades Capital Asset Management

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