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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
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)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Microsoft Corporation (MSFT)
Apple (AAPL)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Amazon (AMZN)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Harbor Etf Trust Scientific High (SIHY)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Us Equty
Alphabet Cap Stk Cl C (GOOG)

View all positions for WT Wealth Management

Top funds holding Schwab 5-10 Year Corporate B otr

Charles Schwab Investment Management
RiverFront Investment Group
Envestnet Asset Management
Campbell Wealth Management
Raymond James & Associates
Royal Bank of Canada
Bank of America Corporation
WT Wealth Management
Janney Montgomery Scott
San Luis Wealth Advisors
Bouchey Financial
Huntington Asset Advisors
Taddei, Ludwig & Associates
Charles Schwab Trust
Wealth Enhancement Advisory Services

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