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

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

Historical chart of Pinnacle Family 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 Pinnacle Family 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 Pinnacle Family Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 52k 23.08
2025-06-30 $1.1M 49k 22.76
2025-03-31 $1.1M 48k 22.46
2024-12-31 $997k 45k 22.07
2024-09-30 $854k 19k 46.16
2024-06-30 $712k 16k 44.10
2021-03-31 $401k 7.8k 51.37

More positions owned by Pinnacle Family Advisors

Tidal Trust Ii Pinnacle Focused (FCUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
O'reilly Automotive (ORLY)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr 10+ Yr Invst Grd (IGLB)
Tesla Motors (TSLA)

View all positions for Pinnacle Family Advisors

Top funds holding Schwab 5-10 Year Corporate B otr

RiverFront Investment Group
Captrust Financial Advisors
Envestnet Asset Management
Raymond James Financial
Bouchey Financial
Royal Bank of Canada
Janney Montgomery Scott
Gunma Bank
L2 Asset Management
Jane Street
Taddei, Ludwig & Associates
Huntington Asset Advisors
Financial Engines Advisors L.L.C
Christopher J. Hasenberg
Stifel Financial

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