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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

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
2025-09-30 $8.1M 352k 23.08
2025-06-30 $7.7M 338k 22.76
2025-03-31 $7.8M 348k 22.46
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)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
NVIDIA Corporation (NVDA)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Vaneck Etf Trust Semiconductr Etf (SMH)
Amazon (AMZN)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Select Sector Spdr Tr Financial (XLF)

View all positions for WT Wealth Management

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