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Schwab 5-10 Year Corporate B otr shares owned by Nwam

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

Historical chart of Nwam 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 Nwam 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 Nwam

Quarter filed Position value Share count Share price at filing
2023-12-31 $238k 5.3k 44.94
2023-09-30 $281k 6.7k 42.20
2021-03-31 $646k 13k 51.38

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Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
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Vanguard Index Fds Value Etf (VTV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
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Tesla Motors (TSLA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Costco Wholesale Corporation (COST)
Exxon Mobil Corporation (XOM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Nwam

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