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Schwab 5-10 Year Corporate B otr shares owned by CoreCap Advisors

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

Historical chart of CoreCap Advisors 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 CoreCap Advisors 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 CoreCap Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $212k 4.7k 44.94
2022-12-31 $146k 3.4k 43.11
2022-09-30 $207k 4.9k 41.95
2022-06-30 $217k 4.9k 44.57
2021-12-31 $148k 2.9k 51.60

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View all positions for CoreCap Advisors

Top funds holding Schwab 5-10 Year Corporate B otr

Charles Schwab Investment Advisory
Charles Schwab Investment Management
RiverFront Investment Group
Raymond James & Associates
Bank of America Corporation
Janney Montgomery Scott
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

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