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

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

Historical chart of Wagner 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 Wagner 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 Wagner Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7k 39 44.49
2023-12-31 $1.4k 32 44.94
2023-09-30 $1.1k 27 42.19
2023-06-30 $176 4 44.00
2023-03-31 $134 3 44.67
2022-12-31 $86 2 43.00

More positions owned by Wagner Wealth Management

First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
First Tr Exchange-traded Ft Vest S&p 500 (KNG)
Fs Credit Opportunities Corp Common Stock (FSCO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Mkt Expn Enhncd (JMEE)
Ab Active Etfs High Yield Etf (HYFI)
J P Morgan Exchange Traded F Income Etf (JPIE)
Pimco Dynamic Income SHS (PDI)
First Tr Exchange-traded Smid Risng Etf (SDVY)
J P Morgan Exchange Traded F Active Growth (JGRO)
Ab Active Etfs Core Plus Bd Etf (CPLS)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
First Tr Exchange-traded S&p Intl Divid (FID)
Ab Active Etfs Us Low Volatil (LOWV)
First Tr Exchange-traded Nasdaq Bk Etf (FTXO)

View all positions for Wagner Wealth Management

Top funds holding Schwab 5-10 Year Corporate B otr

Charles Schwab Investment Advisory
Charles Schwab Investment Management
Raymond James & Associates
Bank of America Corporation
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
Royal Bank of Canada
Semmax Financial Advisors

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