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

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

Historical chart of GeoWealth 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 GeoWealth 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.3M 60k 22.07
2024-09-30 $1.4M 31k 46.16
2024-06-30 $1.5M 33k 44.10
2024-03-31 $0 0 0.00

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for GeoWealth Management

Top funds holding Schwab 5-10 Year Corporate B otr

RiverFront Investment Group
Envestnet Asset Management
Campbell Wealth Management
Raymond James Financial
Royal Bank of Canada
Raymond James & Associates
Bouchey Financial
Bank of America Corporation
San Luis Wealth Advisors
Janney Montgomery Scott
L2 Asset Management
Gunma Bank
RWM Asset Management
Taddei, Ludwig & Associates
WT Wealth Management

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