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

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

Historical chart of Theory Financial investment in Schwab 5-10 Year Corporate B otr

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All positions including Schwab 5-10 Year Corporate B otr held by Theory Financial 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 Theory Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $240k 5.3k 44.94

More positions owned by Theory Financial

Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr Ishares Semicdtr (SOXX)
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard World Fds Inf Tech Etf (VGT)
Vanguard World Fds Financials Etf (VFH)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Wisdomtree Tr Us Midcap Fund (EZM)
Vanguard Index Fds Value Etf (VTV)

View all positions for Theory Financial

Top funds holding Schwab 5-10 Year Corporate B otr

Charles Schwab Investment Advisory
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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