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Schwab 5-10 Year Corporate B otr shares owned by GM Advisory

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

Historical chart of GM Advisory 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 GM Advisory 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 GM Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6M 70k 22.68

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Vanguard Index FDS Vanguard Total STK MKT ETF Etf (VTI)
BNY Mellon ETF TR US Large Cap Core Equity ETF Etf (BKLC)
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iShares TR Russell 3000 ETF Etf (IWV)
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SPDR Ser TR Barclays Aggregate BD ETF Etf (SPAB)
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SPDR Ser TR Bloomberg Barclays 1-3 YR U S Treas Index Etf (SPTS)
Invesco Actively Managed Exchange Traded Commodity FD TR Optimum Yield Divsf Commodity Strategy No K.. (PDBC)

View all positions for GM Advisory

Top funds holding Schwab 5-10 Year Corporate B otr

RiverFront Investment Group
Captrust Financial Advisors
Envestnet Asset Management
Raymond James Financial
Ameriprise Financial
Bouchey Financial
Permanens Capital
Royal Bank of Canada
Bank of America Corporation
Janney Montgomery Scott
L2 Asset Management
Taddei, Ludwig & Associates
Stifel Financial
Charles Schwab Trust
Van Strum & Towne

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