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Schwab 5-10 Year Corporate B otr shares owned by Ogorek Anthony Joseph

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

Historical chart of Ogorek Anthony Joseph investment in Schwab 5-10 Year Corporate B otr

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All positions including Schwab 5-10 Year Corporate B otr held by Ogorek Anthony Joseph 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 Ogorek Anthony Joseph

Quarter filed Position value Share count Share price at filing
2023-12-31 $13M 295k 44.94
2023-09-30 $8.4M 199k 42.20

More positions owned by Ogorek Anthony Joseph

Djul Ft Cboe Vest Us Eqy Deep Buffer Etf (DJUL)
SCHB Schwab U.S. Broad Market (SCHB)
Vti Vanguard Total Stock Market (ETF) (VTI)
Ief iShares 7-10 Year Treasury Bond ETF (IEF)
Schi Schwab 5 10 Year Corp Bond Etf (SCHI)
Moat VanEck Morningstar Wide Moat ETF (MOAT)
Pave Global X US Infrastructure Dev ETF (PAVE)
MLN VanEck Long Muni ETF (MLN)
Vxus Vanguard Total International Stock ETF (VXUS)
Vug Vanguard Growth ETF (VUG)
Fnov Ft Cboe Vest Us Equity Buff Etf (FNOV)
Lly Eli Lilly & Co (LLY)
FSMB First Trust Short Dur Mgd Muncpl ETF (FSMB)
Dnov Ft Cboe Vest Us Equity Deep Buff Etf (DNOV)
Vig Vanguard Dividend Appreciation (ETF) (VIG)

View all positions for Ogorek Anthony Joseph

Top funds holding Schwab 5-10 Year Corporate B otr

Charles Schwab Investment Advisory
Charles Schwab Investment Management
Raymond James & Associates
Bank of America Corporation
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
Royal Bank of Canada
Semmax Financial Advisors

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