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Schwab 5-10 Year Corporate B otr shares owned by Resurgent Financial Advisors

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

Historical chart of Resurgent Financial Advisors 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 Resurgent Financial 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 Resurgent Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $55k 1.2k 44.94
2023-09-30 $52k 1.2k 42.20

More positions owned by Resurgent Financial Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Home Depot (HD)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Specialized Funds Div App Etf (VIG)
Chevron Corporation (CVX)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Eaton Corp SHS (ETN)
ConocoPhillips (COP)
Johnson & Johnson (JNJ)

View all positions for Resurgent Financial Advisors

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