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Schwab 5-10 Year Corporate B otr shares owned by Edgemoor Investment Advisors

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

Historical chart of Edgemoor Investment Advisors 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 Edgemoor Investment Advisors 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 Edgemoor Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $282k 12k 22.64

More positions owned by Edgemoor Investment Advisors

Applied Materials (AMAT)
Apple (AAPL)
United Rentals (URI)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Lowe's Companies (LOW)
Amazon (AMZN)
Williams-Sonoma (WSM)
NVIDIA Corporation (NVDA)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Vertex Pharmaceuticals Incorporated (VRTX)
Johnson Controls Internation SHS (JCI)

View all positions for Edgemoor Investment Advisors

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