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Schwab 5-10 Year Corporate B otr shares owned by CWM

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

Historical chart of CWM 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 CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2024-12-31 $131k 5.9k 22.05
2024-09-30 $207k 4.5k 46.12
2024-06-30 $17k 387 43.93
2024-03-31 $7.0k 153 45.75
2023-12-31 $9.0k 202 44.55
2023-09-30 $6.0k 143 41.96
2023-06-30 $6.0k 143 41.96
2022-06-30 $12k 267 44.94
2022-03-31 $37k 779 47.50
2021-12-31 $26k 507 51.28

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Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

Top funds holding Schwab 5-10 Year Corporate B otr

RiverFront Investment Group
Envestnet Asset Management
Campbell Wealth Management
Raymond James Financial
Royal Bank of Canada
Raymond James & Associates
Bouchey Financial
Bank of America Corporation
San Luis Wealth Advisors
Janney Montgomery Scott
L2 Asset Management
Gunma Bank
RWM Asset Management
Taddei, Ludwig & Associates
WT Wealth Management

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