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Schwab 5-10 Year Corporate B otr shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners 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 Kovitz Investment Group Partners 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 Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $386k 17k 23.08
2025-06-30 $639k 28k 22.76

More positions owned by Kovitz Investment Group Partners

Valued Advisers Tr Kovitz Core Eqt (EQTY)
Microsoft Corporation (MSFT)
Powell Industries (POWL)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p500 Etf (IVV)
Thermo Fisher Scientific (TMO)
Lam Research Corp Com New (LRCX)
Meta Platforms Cl A (META)
Advanced Micro Devices (AMD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Keysight Technologies (KEYS)

View all positions for Kovitz Investment Group Partners

Top funds holding Schwab 5-10 Year Corporate B otr

RiverFront Investment Group
Captrust Financial Advisors
Envestnet Asset Management
Raymond James Financial
Bouchey Financial
Royal Bank of Canada
Janney Montgomery Scott
Gunma Bank
L2 Asset Management
Jane Street
Taddei, Ludwig & Associates
Huntington Asset Advisors
Financial Engines Advisors L.L.C
Christopher J. Hasenberg
Stifel Financial

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