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Schwab 5-10 Year Corporate B otr shares owned by H D Vest Advisory Services

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

Historical chart of H D Vest Advisory Services 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 H D Vest Advisory Services 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 H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $291k 13k 22.76
2025-03-31 $257k 11k 22.46

More positions owned by H D Vest Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for H D Vest Advisory Services

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