Tradition Wealth Management »

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

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

Historical chart of Tradition 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 Tradition Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab 5-10 Year Corporate B otr by Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $12k 274 43.80
2023-09-30 $6.0k 140 42.86

More positions owned by Tradition Wealth Management

Schwab Us Large Cap Uit Exchange Traded (SCHG)
Ft Cboe Vest Fund Of Uit Exchange Traded (BUFR)
Schwab Fundamental Inl Uit Exchange Traded (FNDF)
Apple Common Stock (AAPL)
Invsc S P 500 Equal Uit Exchange Traded (RSP)
Innovator Us Equity Uit Exchange Traded (UMAY)
Schwab Us Dividend Uit Exchange Traded (SCHD)
Ishares Russell 1000 Uit Exchange Traded (IWD)
Jpmorgan Equity Premium Uit Exchange Traded (JEPI)
Spdr Portfolio S&p 500 Uit Exchange Traded (SPLG)
Xtrackers Msci Eafe Hdgd Uit Exchange Traded (DBEF)
Ishares Msci Usa Qlty Uit Exchange Traded (QUAL)
Schwab Fundamental Us Uit Exchange Traded (FNDX)
Vanguard Dividend Uit Exchange Traded (VIG)
Pacer Us Small Cap Cash Uit Exchange Traded (CALF)

View all positions for Tradition 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