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MAI Wealth Advisors »

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

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

Historical chart of MAI Wealth 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 MAI Wealth 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 MAI Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$159k	6.9k	22.97
2025-09-30	$112k	4.9k	23.08
2025-06-30	$4.5k	197	22.76
2025-03-31	$16k	690	22.46
2024-12-31	$15k	690	22.07

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Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth 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

L2 Asset Management

Taddei, Ludwig & Associates

Stifel Financial

Huntington Asset Advisors

Van Strum & Towne

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

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