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Schwab 5-10 Year Corporate B otr shares owned by WealthBridge Capital Management

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

Historical chart of WealthBridge Capital 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 WealthBridge Capital 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 WealthBridge Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $424k 9.2k 46.16
2024-06-30 $375k 8.5k 44.10
2024-03-31 $296k 6.6k 44.49

More positions owned by WealthBridge Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Expnd Tec Sc Etf (IGM)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for WealthBridge Capital Management

Top funds holding Schwab 5-10 Year Corporate B otr

RiverFront Investment Group
Envestnet Asset Management
Campbell Wealth Management
Raymond James & Associates
Royal Bank of Canada
Bank of America Corporation
WT Wealth Management
Janney Montgomery Scott
San Luis Wealth Advisors
Bouchey Financial
Huntington Asset Advisors
Semmax Financial Advisors
Taddei, Ludwig & Associates
Charles Schwab Trust
Wealth Enhancement Advisory Services

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