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Schwab 5-10 Year Corporate B otr shares owned by Excelsior Advisor Network

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

Historical chart of Excelsior Advisor Network 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 Excelsior Advisor Network 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 Excelsior Advisor Network

Quarter filed Position value Share count Share price at filing
2026-06-30 $610k 27k 22.64

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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