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Schwab 5-10 Year Corporate B otr shares owned by Coastal Capital Group

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

Historical chart of Coastal Capital Group 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 Coastal Capital Group 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 Coastal Capital Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $324k 7.3k 44.05
2023-03-31 $335k 7.5k 44.65

More positions owned by Coastal Capital Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Rus 1000 Etf (IWB)
Pimco Etf Tr Active Bd Etf (BOND)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr Bloomberg High Y (JNK)

View all positions for Coastal Capital Group

Top funds holding Schwab 5-10 Year Corporate B otr

Charles Schwab Investment Advisory
Charles Schwab Investment Management
Raymond James & Associates
Bank of America Corporation
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
Royal Bank of Canada
Semmax Financial Advisors

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