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Schwab 5-10 Year Corporate B otr shares owned by San Luis Wealth Advisors

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

Historical chart of San Luis Wealth 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 San Luis Wealth 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 San Luis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $21M 443k 46.16
2024-06-30 $15M 328k 44.10

More positions owned by San Luis Wealth Advisors

Ea Series Trust Marketdesk Focus (FDIV)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Ishares Tr 10+ Yr Invst Grd (IGLB)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Intermed Term (BIV)
Microsoft Corporation (MSFT)
Vanguard Wellington Short Trm Tax Ex (VTES)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Broad Usd High (USHY)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)

View all positions for San Luis Wealth Advisors

Top funds holding Schwab 5-10 Year Corporate B otr

Charles Schwab Investment Management
RiverFront Investment Group
Envestnet Asset Management
Campbell Wealth Management
Raymond James & Associates
Royal Bank of Canada
Bank of America Corporation
WT Wealth Management
Janney Montgomery Scott
San Luis Wealth Advisors
Bouchey Financial
Huntington Asset Advisors
Taddei, Ludwig & Associates
Charles Schwab Trust
Wealth Enhancement Advisory Services

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