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Schwab 5-10 Year Corporate B otr shares owned by Sculati Wealth Management

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

Historical chart of Sculati Wealth Management 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 Sculati Wealth Management 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 Sculati Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $993k 43k 23.08
2025-06-30 $1.1M 50k 22.76
2025-03-31 $1.9M 84k 22.46
2024-12-31 $490k 22k 22.07

More positions owned by Sculati Wealth Management

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Microsoft Corporation (MSFT)
Fidelity Covington Trust High Divid Etf (FDVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)
Oracle Corporation (ORCL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Internatnal Val (DFIV)
Goldman Sachs (GS)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Msci Eafe (IEFA)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Sculati Wealth Management

Top funds holding Schwab 5-10 Year Corporate B otr

RiverFront Investment Group
Captrust Financial Advisors
Envestnet Asset Management
Raymond James Financial
Bouchey Financial
Royal Bank of Canada
Janney Montgomery Scott
Gunma Bank
L2 Asset Management
Jane Street
Taddei, Ludwig & Associates
Huntington Asset Advisors
Financial Engines Advisors L.L.C
Christopher J. Hasenberg
Stifel Financial

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