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Schwab 5-10 Year Corporate B otr shares owned by CLS Investments

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

Historical chart of CLS Investments 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 CLS Investments 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 CLS Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.8M 209k 22.97
2025-09-30 $958k 42k 23.08
2025-06-30 $878k 39k 22.76
2025-03-31 $873k 39k 22.46
2024-12-31 $749k 34k 22.07
2024-09-30 $928k 20k 46.16
2024-06-30 $765k 17k 44.10
2024-03-31 $666k 15k 44.49
2023-12-31 $653k 15k 44.55

More positions owned by CLS Investments

Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Ishares Tr Core S&p500 Etf (IVV)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Advisors Inner Circle Fd Ii 3edge Dynamic Fi (EDGF)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)

View all positions for CLS Investments

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