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Schwab 5-10 Year Corporate B otr shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / 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 Congress Wealth Management LLC / DE / 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 Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $475k 21k 22.76
2025-03-31 $466k 21k 22.40

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View all positions for Congress Wealth Management LLC / DE /

Top funds holding Schwab 5-10 Year Corporate B otr

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