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

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

Historical chart of CrossGen Wealth 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 CrossGen Wealth 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 CrossGen Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $22k 956 22.64

More positions owned by CrossGen Wealth

Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe Core Msci Eafe (IEFA)
Apple (AAPL)
Broadcom (AVGO)
Valero Energy Corporation (VLO)
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Marathon Petroleum Corp (MPC)
Amazon (AMZN)
Eaton Corporation SHS (ETN)
Goldman Sachs (GS)
Cisco Systems (CSCO)
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO)

View all positions for CrossGen Wealth

Top funds holding Schwab 5-10 Year Corporate B otr

Captrust Financial Advisors
RiverFront Investment Group
Envestnet Asset Management
Raymond James Financial
The Allstate Corporation
Ameriprise Financial
Royal Bank of Canada
Bouchey Financial
Permanens Capital
Citadel Advisors
Bank of America Corporation
Janney Montgomery Scott
L2 Asset Management
Taddei, Ludwig & Associates
Stifel Financial

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