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Schwab 5-10 Year Corporate B otr shares owned by Global Retirement Partners

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

Historical chart of Global Retirement 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 Global Retirement 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 Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $18k 816 22.07
2024-09-30 $28k 595 46.16
2024-06-30 $22k 504 44.10
2024-03-31 $103k 2.3k 44.49
2023-12-31 $293k 6.6k 44.60
2023-09-30 $219k 5.2k 41.62
2023-06-30 $1.8k 41 44.05

More positions owned by Global Retirement Partners

Spdr Ser Tr Portfolio S&p500 (SPLG)
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Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Short Treas Bd (SHV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Capital Group Growth Etf Shs Creation Uni (CGGR)

View all positions for Global Retirement Partners

Top funds holding Schwab 5-10 Year Corporate B otr

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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