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Schwab 5-10 Year Corporate B otr shares owned by RCS Financial Planning

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

Historical chart of RCS Financial Planning 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 RCS Financial Planning 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 RCS Financial Planning

Quarter filed Position value Share count Share price at filing
2026-09-30 $4.1M 189k 21.44

More positions owned by RCS Financial Planning

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Core Fixe In Etf (DFCF)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Crowdstrike Hldgs Cl A (CRWD)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Tips Bd Etf (TIP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Intl Vec Equ Etf (DXIV)
Apple (AAPL)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for RCS Financial Planning

Top funds holding Schwab 5-10 Year Corporate B otr

Captrust Financial Advisors
RiverFront Investment Group
Envestnet Asset Management
Raymond James Financial
The Allstate Corporation
Ameriprise Financial
Royal Bank of Canada
Bouchey Financial
Permanens Capital
Citadel Advisors
Bank of America Corporation
Janney Montgomery Scott
L2 Asset Management
Taddei, Ludwig & Associates
Stifel Financial

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