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Schwab 5-10 Year Corporate B otr shares owned by Forthright Family Wealth Advisory

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

Historical chart of Forthright Family Wealth Advisory 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 Forthright Family Wealth Advisory 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 Forthright Family Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.0M 46k 44.10
2024-03-31 $2.1M 47k 44.49
2023-12-31 $2.0M 44k 44.94

More positions owned by Forthright Family Wealth Advisory

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Eafe Grwth Etf (EFG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Forthright Family Wealth Advisory

Top funds holding Schwab 5-10 Year Corporate B otr

Campbell Wealth Management
RiverFront Investment Group
Envestnet Asset Management
Raymond James & Associates
San Luis Wealth Advisors
Janney Montgomery Scott
Gunma Bank
Royal Bank of Canada
RWM Asset Management
Bank of America Corporation
Taddei, Ludwig & Associates
WT Wealth Management
Charles Schwab Trust
Huntington Asset Advisors
Bouchey Financial

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