Kovack Advisors »

Schwab 5-10 Year Corporate B otr shares owned by Kovack Advisors

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

Historical chart of Kovack Advisors 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 Kovack Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab 5-10 Year Corporate B otr by Kovack Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $206k 9.2k 22.42
2025-09-30 $204k 8.8k 23.08
2025-06-30 $201k 8.8k 22.76

More positions owned by Kovack Advisors

NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tesla Motors (TSLA)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Silver Tr Ishares (SLV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Kovack 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