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Schwab 5-10 Year Corporate B otr shares owned by Spectrum Wealth Counsel

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

Historical chart of Spectrum Wealth Counsel 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 Spectrum Wealth Counsel 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 Spectrum Wealth Counsel

Quarter filed Position value Share count Share price at filing
2025-03-31 $21k 913 22.47
2024-12-31 $20k 913 22.08
2024-09-30 $21k 457 46.12
2024-06-30 $20k 457 44.06
2024-03-31 $20k 457 44.46
2023-12-31 $21k 457 44.90

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Select Sector Spdr Tr Financial (XLF)
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Visa Com Cl A (V)
JPMorgan Chase & Co. (JPM)

View all positions for Spectrum Wealth Counsel

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