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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
2023-12-31 $21k 457 44.90

More positions owned by Spectrum Wealth Counsel

Spdr S&p 500 Etf Tr Etf (Principal) (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Cboe Vest Rising (RDVI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Total Usd (IUSB)
Broadcom (AVGO)
Eli Lilly & Co. (LLY)
TJX Companies (TJX)
Visa Com Cl A (V)
JPMorgan Chase & Co. (JPM)
Accenture Plc Ireland Shs Class A (ACN)

View all positions for Spectrum Wealth Counsel

Top funds holding Schwab 5-10 Year Corporate B otr

Charles Schwab Investment Advisory
Charles Schwab Investment Management
RiverFront Investment Group
Raymond James & Associates
Bank of America Corporation
Janney Montgomery Scott
Jpmorgan Chase & Co
Bouchey Financial
Huntington Asset Advisors
Campbell Wealth Management
Ogorek Anthony Joseph
Taddei, Ludwig & Associates
Charles Schwab Trust
Wealth Enhancement Advisory Services
Marmo Financial Group

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