FYI you can order something called a "Schwab BondSource® Fixed Income Report" from the Schwab Fixed Income department. It provides an analysis of all of your bond portfolio and shows, among other things, the original YTM for each bond trade in your portfolio.Thanks. Interesting. This is first one I've had where it's been missing so threw me off.I’ve received Schwab confirmations that did and did not have the YTM. I got in the habit of screenshotting the order previews for my records.
The Report also shows estimated cash flow by year, next 12 months, maturity and duration schedules, etc. A nice free resource from Schwab that many aren't aware exists.
Statistics: Posted by Jaylat — Sat Feb 15, 2025 12:02 am — Replies 4680 — Views 597157