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Schwab 5-10 Year Corporate B otr shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Schwab 5-10 Year Corporate B otr

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All positions including Schwab 5-10 Year Corporate B otr held by Coston, McIsaac & Partners 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 Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $33k 1.5k 22.03
2024-09-30 $34k 749 45.39

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Dfa Global Equity I Equity Funds (DGEIX)
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Berkshire Hathaway Class B Common Stock (BRK.B)
Apple Common Stock (AAPL)
Williams Sonoma Common Stock (WSM)
Vanguard Ftse All World Ex Us Etf Uit Exchange Traded (VEU)
Walmart Common Stock (WMT)
Proshares S&p 500 Div Aristocrat Etf Uit Exchange Traded (NOBL)
Procter & Gamble Common Stock (PG)
Ingredion Common Stock (INGR)
Mcdonalds Corp Common Stock (MCD)
Southern Common Stock (SO)
The Coca-cola Common Stock (KO)
Paychex Common Stock (PAYX)

View all positions for Coston, McIsaac & Partners

Top funds holding Schwab 5-10 Year Corporate B otr

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San Luis Wealth Advisors
Janney Montgomery Scott
L2 Asset Management
Gunma Bank
RWM Asset Management
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View all funds holding Schwab 5-10 Year Corporate B otr