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

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

Historical chart of Sanctuary 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 Sanctuary 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 Sanctuary Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.5M 107k 22.97
2025-09-30 $2.5M 109k 23.08
2025-06-30 $2.5M 109k 22.76
2025-03-31 $1.9M 86k 22.46
2024-12-31 $1.7M 78k 22.26
2024-09-30 $1.6M 72k 22.30
2024-06-30 $966k 22k 43.32

More positions owned by Sanctuary Advisors

Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Eli Lilly & Co. (LLY)
Broadcom (AVGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
JPMorgan Chase & Co. (JPM)
Ishares Tr S&p 500 Val Etf (IVE)
NVIDIA Corporation Call Option (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Meta Platforms Cl A (META)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Sanctuary Advisors

Top funds holding Schwab 5-10 Year Corporate B otr

RiverFront Investment Group
Captrust Financial Advisors
Envestnet Asset Management
Raymond James Financial
Bouchey Financial
Ameriprise Financial
Royal Bank of Canada
Janney Montgomery Scott
Gunma Bank
L2 Asset Management
Taddei, Ludwig & Associates
Stifel Financial
LPL Financial
Huntington Asset Advisors
Van Strum & Towne

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