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Schwab 5-10 Year Corporate B otr shares owned by NorthCrest Asset Manangement

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

Historical chart of NorthCrest Asset Manangement 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 NorthCrest Asset Manangement 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 NorthCrest Asset Manangement

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.3M 29k 44.10
2024-03-31 $1.3M 29k 44.49
2023-12-31 $1.3M 29k 44.94
2023-09-30 $1.2M 29k 42.20

More positions owned by NorthCrest Asset Manangement

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Broadcom (AVGO)
Applied Materials (AMAT)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Intuit (INTU)
Bank of America Corporation (BAC)
Costco Wholesale Corporation (COST)
Johnson & Johnson (JNJ)
Oracle Corporation (ORCL)
Verizon Communications (VZ)

View all positions for NorthCrest Asset Manangement

Top funds holding Schwab 5-10 Year Corporate B otr

RiverFront Investment Group
Envestnet Asset Management
Campbell Wealth Management
Raymond James & Associates
Royal Bank of Canada
Bank of America Corporation
WT Wealth Management
Janney Montgomery Scott
San Luis Wealth Advisors
Bouchey Financial
Huntington Asset Advisors
Semmax Financial Advisors
Taddei, Ludwig & Associates
Charles Schwab Trust
Wealth Enhancement Advisory Services

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