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Schwab 5-10 Year Corporate B otr shares owned by Howe and Rusling

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

Historical chart of Howe and Rusling investment in Schwab 5-10 Year Corporate B otr

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All positions including Schwab 5-10 Year Corporate B otr held by Howe and Rusling 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 Howe and Rusling

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1k 24 46.17
2024-03-31 $72k 1.6k 44.49
2023-12-31 $62k 1.4k 44.94
2023-09-30 $156k 3.7k 42.20

More positions owned by Howe and Rusling

JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Intrm Gov Cr Etf (GVI)
Apple (AAPL)
Broadcom (AVGO)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Us Gwt (IUSG)
Exxon Mobil Corporation (XOM)
Amazon (AMZN)
Meta Platforms Cl A (META)
Ishares Tr Core S&p Us Vlu (IUSV)
NVIDIA Corporation (NVDA)
Honeywell International (HON)

View all positions for Howe and Rusling

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