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Schwab 5-10 Year Corporate B otr shares owned by Kozak & Associates

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

Historical chart of Kozak & Associates 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 Kozak & Associates 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 Kozak & Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $18k 793 22.80

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Schwab Charles Corp Stock (SCHW)

View all positions for Kozak & Associates

Top funds holding Schwab 5-10 Year Corporate B otr

RiverFront Investment Group
Captrust Financial Advisors
Envestnet Asset Management
Raymond James Financial
Ameriprise Financial
Bouchey Financial
Permanens Capital
Royal Bank of Canada
Bank of America Corporation
Janney Montgomery Scott
L2 Asset Management
Taddei, Ludwig & Associates
Stifel Financial
Charles Schwab Trust
Van Strum & Towne

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