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

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

Historical chart of Mutual 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 Mutual 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 Mutual Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 42k 44.49
2023-12-31 $427k 9.5k 44.94
2021-12-31 $422k 8.2k 51.63
2021-09-30 $692k 13k 52.20
2021-06-30 $1.1M 20k 52.54
2021-03-31 $1.2M 23k 51.37

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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