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

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

Historical chart of Joule Financial 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 Joule Financial 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 Joule Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $565k 26k 22.07
2024-09-30 $590k 13k 46.16
2024-06-30 $552k 13k 44.10
2024-03-31 $556k 13k 44.49
2023-12-31 $562k 13k 44.94

More positions owned by Joule Financial

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Tesla Motors (TSLA)
Vanguard World Financials Etf (VFH)
Vanguard World Comm Srvc Etf (VOX)
Vanguard World Consum Stp Etf (VDC)

View all positions for Joule Financial

Top funds holding Schwab 5-10 Year Corporate B otr

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