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Schwab 5-10 Year Corporate B otr shares owned by Worth Asset Management

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

Historical chart of Worth Asset Management 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 Worth Asset 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 Worth Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 49k 22.67

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Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)
Capital Group Core Balanced Etf Etf (CGBL)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Apple Stock (AAPL)
Abrdn Physical Gold Shares Etf Etf (SGOL)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Vanguard Value Etf Etf (VTV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Exxon Mobil Corp Stock (XOM)
Vanguard Mega Cap Value Etf Etf (MGV)

View all positions for Worth Asset Management

Top funds holding Schwab 5-10 Year Corporate B otr

RiverFront Investment Group
Captrust Financial Advisors
Envestnet Asset Management
Raymond James Financial
Ameriprise Financial
Bouchey Financial
Permanens Capital
Royal Bank of Canada
Bank of America Corporation
Janney Montgomery Scott
L2 Asset Management
Taddei, Ludwig & Associates
Stifel Financial
Charles Schwab Trust
Van Strum & Towne

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