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Schwab 5-10 Year Corporate B otr shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors 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 J.w. Cole Advisors 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 J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $198k 15k 13.02
2025-09-30 $332k 14k 23.08
2025-06-30 $328k 14k 22.76

More positions owned by J.w. Cole Advisors

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NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Exxon Mobil Corporation (XOM)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr S&p 500 Grwt Etf (IVW)
JPMorgan Chase & Co. (JPM)

View all positions for J.w. Cole Advisors

Top funds holding Schwab 5-10 Year Corporate B otr

RiverFront Investment Group
Captrust Financial Advisors
Envestnet Asset Management
Raymond James Financial
Bouchey Financial
Ameriprise Financial
Royal Bank of Canada
Janney Montgomery Scott
Gunma Bank
L2 Asset Management
Taddei, Ludwig & Associates
Stifel Financial
LPL Financial
Huntington Asset Advisors
Van Strum & Towne

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