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Schwab 5-10 Year Corporate B otr shares owned by CVA Family Office

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

Historical chart of CVA Family Office 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 CVA Family Office 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 CVA Family Office

Quarter filed Position value Share count Share price at filing
2023-12-31 $50k 1.1k 44.94
2023-06-30 $49k 1.1k 44.06
2023-03-31 $16k 354 44.67
2022-12-31 $15k 352 43.11

More positions owned by CVA Family Office

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Fds Inf Tech Etf (VGT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)

View all positions for CVA Family Office

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