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Schwab 5-10 Year Corporate B otr shares owned by Fortis Advisors

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

Historical chart of Fortis Advisors 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 Fortis Advisors 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 Fortis Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $30k 711 42.19
2023-03-31 $3.4k 76 44.55
2022-12-31 $3.2k 75 43.33
2022-09-30 $3.0k 75 40.00
2022-06-30 $3.0k 74 40.54
2022-03-31 $4.0k 73 54.79
2021-12-31 $4.0k 73 54.79
2021-09-30 $8.0k 162 49.38
2021-06-30 $8.0k 161 49.69
2021-03-31 $37k 727 50.89

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Vanguard U.s. Value Factor Etf Etf (VFVA)
Doubleline Opportunistic Bond Etf Etf (DBND)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Global Consumer Staples Etf Etf (KXI)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Global X Mlp & Energy Infrastructure Etf Etf (MLPX)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Vanguard Dividend Appreciation Etf Etf (VIG)
Spdr Gold Minishares Trust Etf (GLDM)
Fidelity Msci Utilities Index Etf Etf (FUTY)

View all positions for Fortis Advisors

Top funds holding Schwab 5-10 Year Corporate B otr

Charles Schwab Investment Advisory
Charles Schwab Investment Management
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
Royal Bank of Canada

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