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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
2024-03-31 $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

Arthur J. Gallagher & Co. (AJG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)

View all positions for Global Retirement Partners

Top funds holding Schwab 5-10 Year Corporate B otr

Charles Schwab Investment Advisory
Charles Schwab Investment Management
RiverFront Investment Group
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

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