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Schwab 5-10 Year Corporate B otr shares owned by Feltz Wealth PLAN

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

Historical chart of Feltz Wealth PLAN investment in Schwab 5-10 Year Corporate B otr

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All positions including Schwab 5-10 Year Corporate B otr held by Feltz Wealth PLAN 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 Feltz Wealth PLAN

Quarter filed Position value Share count Share price at filing
2023-12-31 $975k 22k 44.94
2023-09-30 $797k 19k 42.20
2023-06-30 $416k 9.4k 44.05
2023-03-31 $0 198 0.00
2021-03-31 $418k 8.1k 51.83
2020-12-31 $479k 9.0k 53.23

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Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Amazon (AMZN)
Pimco Etf Tr Muni Income Opp (MINO)

View all positions for Feltz Wealth PLAN

Top funds holding Schwab 5-10 Year Corporate B otr

Charles Schwab Investment Advisory
Charles Schwab Investment Management
RiverFront Investment Group
Raymond James & Associates
Bank of America Corporation
Janney Montgomery Scott
Jpmorgan Chase & Co
Bouchey Financial
Huntington Asset Advisors
Campbell Wealth Management
Ogorek Anthony Joseph
Taddei, Ludwig & Associates
Charles Schwab Trust
Wealth Enhancement Advisory Services
Marmo Financial Group

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