Gratus Capital »

Schwab 5-10 Year Corporate B otr shares owned by Gratus Capital

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

Historical chart of Gratus Capital 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 Gratus Capital consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab 5-10 Year Corporate B otr by Gratus Capital

Quarter filed Position value Share count Share price at filing
2024-06-30 $972k 22k 44.10
2024-03-31 $928k 21k 44.49
2023-12-31 $1.0M 22k 44.94

More positions owned by Gratus Capital

NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Vanguard World Inf Tech Etf (VGT)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Tesla Motors (TSLA)
Wal-Mart Stores (WMT)
Coca-Cola Company (KO)

View all positions for Gratus Capital

Top funds holding Schwab 5-10 Year Corporate B otr

RiverFront Investment Group
Envestnet Asset Management
Campbell Wealth Management
Raymond James & Associates
Royal Bank of Canada
Bank of America Corporation
WT Wealth Management
Janney Montgomery Scott
San Luis Wealth Advisors
Bouchey Financial
Huntington Asset Advisors
Semmax Financial Advisors
Taddei, Ludwig & Associates
Charles Schwab Trust
Wealth Enhancement Advisory Services

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