Schwab 5-10 Year Corporate B otr shares owned by Beacon Bridge Wealth Partners
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Beacon Bridge Wealth Partners
from 13F filings
Historical chart of Beacon Bridge Wealth Partners investment in Schwab 5-10 Year Corporate B otr
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All positions including Schwab 5-10 Year Corporate B otr held by Beacon Bridge Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.3M | 29k | 44.49 |
2023-12-31 | $1.0M | 23k | 44.94 |
2023-09-30 | $211k | 5.0k | 42.20 |
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