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

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

Historical chart of Spire 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 Spire 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 Spire Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $150k 3.4k 44.49
2023-12-31 $27k 596 44.48
2023-09-30 $24k 558 42.20
2022-09-30 $3.0k 72 41.67

More positions owned by Spire Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard World Fds Inf Tech Etf (VGT)
Amazon (AMZN)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Core Us Aggbd Et (AGG)
Meta Platforms Cl A (META)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Spire Wealth Management

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