Prosperity Wealth Management »

Schwab 5-10 Year Corporate B otr shares owned by Prosperity Wealth Management

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

Historical chart of Prosperity Wealth Management 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 Prosperity Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab 5-10 Year Corporate B otr by Prosperity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $528k 23k 23.08
2025-06-30 $524k 23k 22.76

More positions owned by Prosperity Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
Spdr Series Trust Portfli High Yld (SPHY)
Amazon (AMZN)
Palantir Technologies Cl A (PLTR)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Arista Networks Com Shs (ANET)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Prosperity Wealth Management

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