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

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

Historical chart of Cassady Schiller 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 Cassady Schiller 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 Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $25k 556 44.49

More positions owned by Cassady Schiller Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Procter & Gamble Company (PG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Cintas Corporation (CTAS)
Ishares Tr Russell 3000 Etf (IWV)
Apple (AAPL)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Us Bancorp Del Com New (USB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Cassady Schiller Wealth Management

Top funds holding Schwab 5-10 Year Corporate B otr

Charles Schwab Investment Advisory
Charles Schwab Investment Management
RiverFront Investment Group
Envestnet Asset Management
Campbell Wealth Management
Royal Bank of Canada
Raymond James & Associates
Bank of America Corporation
Janney Montgomery Scott
Ogorek Anthony Joseph
Bouchey Financial
Huntington Asset Advisors
Taddei, Ludwig & Associates
Jpmorgan Chase & Co
Charles Schwab Trust

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