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Schwab 5-10 Year Corporate B otr shares owned by Windsor Advisory Group

Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Windsor Advisory Group from 13F filings

Historical chart of Windsor Advisory Group investment in Schwab 5-10 Year Corporate B otr

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All positions including Schwab 5-10 Year Corporate B otr held by Windsor Advisory Group 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 Windsor Advisory Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $94k 4.3k 22.07

More positions owned by Windsor Advisory Group

Paychex (PAYX)
Worthington Industries (WOR)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Worthington Stl Com Shs (WS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Huntington Bancshares Incorporated (HBAN)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Enterprise Products Partners (EPD)
Verizon Communications (VZ)
JPMorgan Chase & Co. (JPM)

View all positions for Windsor Advisory Group

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