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Schwab 5-10 Year Corporate B otr shares owned by Marmo Financial Group

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

Historical chart of Marmo Financial Group 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 Marmo Financial Group 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 Marmo Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.2M 140k 44.49

More positions owned by Marmo Financial Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard World Financials Etf (VFH)
Vanguard World Mega Cap Val Etf (MGV)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY)
Fidelity Covington Trust High Divid Etf (FDVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)

View all positions for Marmo Financial Group

Top funds holding Schwab 5-10 Year Corporate B otr

Charles Schwab Investment Advisory
Charles Schwab Investment Management
RiverFront Investment Group
Raymond James & Associates
Bank of America Corporation
Janney Montgomery Scott
Jpmorgan Chase & Co
Bouchey Financial
Huntington Asset Advisors
Campbell Wealth Management
Ogorek Anthony Joseph
Taddei, Ludwig & Associates
Charles Schwab Trust
Wealth Enhancement Advisory Services
Marmo Financial Group

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