Concord Wealth Partners »

Schwab 5-10 Year Corporate B otr shares owned by Concord Wealth Partners

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

Historical chart of Concord Wealth Partners 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 Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab 5-10 Year Corporate B otr by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $226k 9.9k 22.97
2025-09-30 $227k 9.8k 23.08

More positions owned by Concord Wealth Partners

NVIDIA Corporation (NVDA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ssga Active Tr State Street Bla (HYBL)
Ishares Tr Trust Ishare 0-1 (SHV)
Spdr Series Trust State Street Spd (SPSB)
Spdr Series Trust State Street Spd (SPTI)
Spdr Series Trust State Street Spd (SPIB)
Spdr Series Trust State Street Spd (SPYG)
Microsoft Corporation (MSFT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Dimensional Etf Trust Us Equity Market (DFUS)
Wisdomtree Tr Us Midcap Divid (DON)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Short Duration F (DFSD)

View all positions for Concord Wealth Partners

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
Taddei, Ludwig & Associates
Stifel Financial
LPL Financial
Huntington Asset Advisors
Van Strum & Towne
Charles Schwab Trust

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