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Schwab 5-10 Year Corporate B otr shares owned by WFA of San Diego

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

Historical chart of WFA of San Diego 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 WFA of San Diego 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 WFA of San Diego

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 41k 46.16

More positions owned by WFA of San Diego

Apple (AAPL)
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Lincoln Electric Holdings (LECO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Qualcomm (QCOM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Actively Managed Exc S&p500 Downsid (PHDG)
Amazon (AMZN)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)

View all positions for WFA of San Diego

Top funds holding Schwab 5-10 Year Corporate B otr

RiverFront Investment Group
Envestnet Asset Management
Campbell Wealth Management
Raymond James Financial
Royal Bank of Canada
Raymond James & Associates
Bouchey Financial
Bank of America Corporation
San Luis Wealth Advisors
Janney Montgomery Scott
L2 Asset Management
Gunma Bank
RWM Asset Management
Taddei, Ludwig & Associates
WT Wealth Management

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