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Schwab 5-10 Year Corporate B otr shares owned by DecisionPoint Financial

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

Historical chart of DecisionPoint Financial 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 DecisionPoint Financial 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 DecisionPoint Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.3M 76k 43.32
2023-12-31 $3.5M 79k 44.94
2023-09-30 $3.3M 79k 42.20
2023-06-30 $3.5M 80k 44.05
2023-03-31 $3.5M 78k 44.65
2022-12-31 $3.4M 78k 43.10

More positions owned by DecisionPoint Financial

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Home BancShares (HOMB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Microsoft Corporation (MSFT)

View all positions for DecisionPoint Financial

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