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Schwab 5-10 Year Corporate B otr shares owned by White & Co Financial Planning

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

Historical chart of White & Co Financial Planning 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 White & Co Financial Planning 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 White & Co Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.9M 340k 23.08
2025-06-30 $7.4M 328k 22.67
2025-03-31 $7.3M 326k 22.42
2024-12-31 $7.2M 327k 22.07

More positions owned by White & Co Financial Planning

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Tcw Etf Trust Flexible Income (FLXR)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)
Schwab Strategic Tr Us Reit Etf (SCHH)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Ishares Tr National Mun Etf (MUB)

View all positions for White & Co Financial Planning

Top funds holding Schwab 5-10 Year Corporate B otr

RiverFront Investment Group
Captrust Financial Advisors
Envestnet Asset Management
Raymond James Financial
Bouchey Financial
Royal Bank of Canada
Janney Montgomery Scott
Gunma Bank
L2 Asset Management
Jane Street
Taddei, Ludwig & Associates
Huntington Asset Advisors
Financial Engines Advisors L.L.C
Christopher J. Hasenberg
Stifel Financial

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