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Schwab 5-10 Year Corporate B otr shares owned by Jupiter Wealth Management

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

Historical chart of Jupiter Wealth Management 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 Jupiter Wealth Management 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 Jupiter Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $453k 20k 22.64
2026-03-31 $452k 20k 22.62

More positions owned by Jupiter Wealth Management

Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Morgan Stanley (MS)
Broadcom (AVGO)
Spdr S&p500 Etf - (SPY)
Amazon (AMZN)
Berkshire Hathaway Cl A (BRK.A)
Taiwan Semiconductor Mfg (TSM)
Mastercard Inc CL A Cl A (MA)
Johnson & Johnson (JNJ)
Energy Select Sector SPDR ETF IV - (XLE)
Home Depot (HD)
JPMorgan Ultra SHRT Muncipl Incm ETF - (JMST)

View all positions for Jupiter Wealth Management

Top funds holding Schwab 5-10 Year Corporate B otr

Captrust Financial Advisors
RiverFront Investment Group
Envestnet Asset Management
Raymond James Financial
The Allstate Corporation
Ameriprise Financial
Royal Bank of Canada
Bouchey Financial
Permanens Capital
Citadel Advisors
Bank of America Corporation
Janney Montgomery Scott
L2 Asset Management
Taddei, Ludwig & Associates
Stifel Financial

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