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Schwab 5-10 Year Corporate B otr shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth 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 CI Private Wealth 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 CI Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $599k 26k 23.08
2025-06-30 $367k 16k 22.76
2025-03-31 $335k 15k 22.46
2024-12-31 $308k 14k 22.07
2024-09-30 $258k 5.6k 46.16

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View all positions for CI Private Wealth

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
Christopher J. Hasenberg
Stifel Financial

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