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Schwab 5-10 Year Corporate B otr shares owned by Spartan Wealth Advisory Services

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

Historical chart of Spartan Wealth Advisory Services 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 Spartan Wealth Advisory Services 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 Spartan Wealth Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $361k 16k 22.68

More positions owned by Spartan Wealth Advisory Services

Micron Technology (MU)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Sandisk Corp (SNDK)
Western Digital (WDC)
Meta Platforms Cl A (META)
J P Morgan Exchange Traded F Flexible Debt Et (JFLX)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Exxon Mobil Corporation (XOM)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)

View all positions for Spartan Wealth Advisory Services

Top funds holding Schwab 5-10 Year Corporate B otr

RiverFront Investment Group
Captrust Financial Advisors
Envestnet Asset Management
Raymond James Financial
Ameriprise Financial
Bouchey Financial
Permanens Capital
Royal Bank of Canada
Bank of America Corporation
Janney Montgomery Scott
L2 Asset Management
Taddei, Ludwig & Associates
Stifel Financial
Charles Schwab Trust
Van Strum & Towne

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