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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
2025-09-30 $2.9M 124k 23.08
2025-06-30 $4.0M 174k 22.76
2025-03-31 $2.3M 105k 22.46
2024-12-31 $2.4M 108k 22.07
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)
Select Sector Spdr Tr Technology (XLK)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Spdr Series Trust Bloomberg Sht Te (SJNK)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Nebius Group Shs Class A (NBIS)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Goldman Sachs (GS)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)

View all positions for Essex

Top funds holding Schwab 5-10 Year Corporate B otr

RiverFront Investment Group
Captrust Financial Advisors
Envestnet Asset Management
Raymond James Financial
Bouchey Financial
Royal Bank of Canada
Janney Montgomery Scott
Gunma Bank
L2 Asset Management
Jane Street
Taddei, Ludwig & Associates
Huntington Asset Advisors
Financial Engines Advisors L.L.C
Christopher J. Hasenberg
Stifel Financial

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