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Schwab 5-10 Year Corporate B otr shares owned by Family Asset Management

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

Historical chart of Family Asset Management 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 Family Asset Management 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 Family Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $17k 370 46.16
2024-06-30 $16k 370 44.10
2024-03-31 $20k 456 44.49
2023-12-31 $21k 458 44.94
2023-09-30 $152k 3.6k 42.20
2023-06-30 $140k 3.2k 44.06

More positions owned by Family Asset Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Div Grwth (DGRO)
Apple (AAPL)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Mbs Etf (MBB)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr S&p 500 Val Etf (IVE)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Core Msci Euro (IEUR)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for Family Asset Management

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