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

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

Historical chart of EP Wealth 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 EP Wealth 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $568k 12k 46.16
2024-06-30 $494k 11k 44.10
2024-03-31 $343k 7.7k 44.49
2023-12-31 $268k 6.0k 44.94
2023-09-30 $126k 3.0k 42.20

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View all positions for EP Wealth Advisors

Top funds holding Schwab 5-10 Year Corporate B otr

RiverFront Investment Group
Envestnet Asset Management
Campbell Wealth Management
Raymond James & Associates
Royal Bank of Canada
Bank of America Corporation
WT Wealth Management
Janney Montgomery Scott
San Luis Wealth Advisors
Bouchey Financial
Huntington Asset Advisors
Semmax Financial Advisors
Taddei, Ludwig & Associates
Charles Schwab Trust
Wealth Enhancement Advisory Services

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