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

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

Historical chart of Essex 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 Essex 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 Essex

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 56k 46.16
2024-06-30 $2.5M 56k 44.10
2024-03-31 $2.3M 52k 44.49
2023-12-31 $2.3M 52k 44.94

More positions owned by Essex

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Select Sector Spdr Tr Technology (XLK)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Goldman Sachs (GS)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Advanced Micro Devices (AMD)
Microsoft Corporation (MSFT)

View all positions for Essex

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