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Schwab 5-10 Year Corporate B otr shares owned by Guardian Financial Partners

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

Historical chart of Guardian Financial 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 Guardian Financial 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 Guardian Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $237k 10k 23.08
2025-06-30 $240k 11k 22.76
2025-03-31 $225k 10k 22.46
2024-12-31 $231k 11k 22.07

More positions owned by Guardian Financial Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Janus Detroit Str Tr Henderson Securi (JSI)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Alps Etf Tr Smith Core Plus (SMTH)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Fundamental Intl (FNDF)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Guardian Financial Partners

Top funds holding Schwab 5-10 Year Corporate B otr

RiverFront Investment Group
Captrust Financial Advisors
Envestnet Asset Management
Raymond James Financial
Bouchey Financial
Royal Bank of Canada
Janney Montgomery Scott
Gunma Bank
L2 Asset Management
Jane Street
Taddei, Ludwig & Associates
Huntington Asset Advisors
Financial Engines Advisors L.L.C
Christopher J. Hasenberg
Stifel Financial

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