Schwab 5-10 Year Corporate B otr shares owned by Adams Wealth Management
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Adams Wealth Management
from 13F filings
Historical chart of Adams Wealth Management investment in Schwab 5-10 Year Corporate B otr
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Quarterly reported holdings in Schwab 5-10 Year Corporate B otr by Adams Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $738k | 16k | 44.94 |
| 2023-09-30 | $957k | 23k | 42.20 |
| 2023-06-30 | $1.2M | 26k | 44.05 |
| 2023-03-31 | $1.2M | 28k | 44.65 |
| 2022-12-31 | $2.2M | 50k | 43.10 |
| 2022-09-30 | $4.7M | 113k | 42.03 |
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