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Schwab 5-10 Year Corporate B otr shares owned by Smith, Salley & Associates

Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Smith, Salley & Associates from 13F filings

Historical chart of Smith, Salley & Associates 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 Smith, Salley & Associates 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 Smith, Salley & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $206k 4.5k 46.16

More positions owned by Smith, Salley & Associates

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Visa Com Cl A (V)
TJX Companies (TJX)
Lowe's Companies (LOW)
Abbvie (ABBV)
Mastercard Incorporated Cl A (MA)
Procter & Gamble Company (PG)
Thermo Fisher Scientific (TMO)

View all positions for Smith, Salley & Associates

Top funds holding Schwab 5-10 Year Corporate B otr

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

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