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Schwab 5-10 Year Corporate B otr shares owned by Swisher Financial Concepts

Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Swisher Financial Concepts from 13F filings

Historical chart of Swisher Financial Concepts 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 Swisher Financial Concepts 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 Swisher Financial Concepts

Quarter filed Position value Share count Share price at filing
2026-03-31 $319k 14k 22.68

More positions owned by Swisher Financial Concepts

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Abbvie (ABBV)
Ishares Msci Equal Weite (EUSA)
Capital Group Dividend Growe Shs Etf (CGDG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Apple (AAPL)
Abbott Laboratories (ABT)
Exxon Mobil Corporation (XOM)
Capital Group International SHS (CGIC)
Microsoft Corporation (MSFT)

View all positions for Swisher Financial Concepts

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