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Schwab 5-10 Year Corporate B otr shares owned by WT Wealth Management

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

Historical chart of WT Wealth Management investment in Schwab 5-10 Year Corporate B otr

Oct 62024Oct 20Nov 3Nov 17Dec 1Dec 15Dec 299.9M10M10.1M446k446.5k447k447.5k448k
Value ($)Share countHistorical SCHI position of WT Wealth Management Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Schwab 5-10 Year Corporate B otr held by WT Wealth 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 WT Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $9.9M 448k 22.07
2024-09-30 $10M 446k 22.74

More positions owned by WT Wealth Management

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Apple (AAPL)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Amazon (AMZN)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)
Harbor Etf Trust Scientific High (SIHY)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)

View all positions for WT Wealth Management

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
Bouchey Financial
Bank of America Corporation
San Luis Wealth Advisors
Janney Montgomery Scott
L2 Asset Management
Gunma Bank
Taddei, Ludwig & Associates
WT Wealth Management
Charles Schwab Trust
Huntington Asset Advisors

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