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Schwab 5-10 Year Corporate B otr shares owned by Sage Mountain Advisors

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

Historical chart of Sage Mountain 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 Sage Mountain 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 Sage Mountain Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8k 39 44.95
2023-09-30 $1.6k 39 42.21
2023-06-30 $1.7k 39 44.05

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Vanguard Index Fds Small Cp Etf (VB)
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View all positions for Sage Mountain Advisors

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