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Schwab 5-10 Year Corporate B otr shares owned by Gen-Wealth Partners

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

Historical chart of Gen-Wealth Partners 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 Gen-Wealth Partners 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 Gen-Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $311k 7.0k 44.49

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Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares S&p 500 Growth Etf Etf (IVW)
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Microsoft Corp Stock (MSFT)
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Caterpillar Stock (CAT)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Procter And Gamble Stock (PG)

View all positions for Gen-Wealth Partners

Top funds holding Schwab 5-10 Year Corporate B otr

Charles Schwab Investment Advisory
Charles Schwab Investment Management
RiverFront Investment Group
Envestnet Asset Management
Campbell Wealth Management
Royal Bank of Canada
Raymond James & Associates
Bank of America Corporation
Janney Montgomery Scott
Ogorek Anthony Joseph
Bouchey Financial
Huntington Asset Advisors
Rockefeller Capital Management
Taddei, Ludwig & Associates
Jpmorgan Chase & Co

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