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Schwab 5-10 Year Corporate B otr shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset 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 Envestnet Asset 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $147M 3.3M 44.49
2023-09-30 $8.4M 200k 42.20
2023-06-30 $6.1M 138k 44.05
2022-09-30 $280k 6.7k 42.05
2021-12-31 $249k 4.8k 51.68
2021-09-30 $327k 6.3k 52.24
2021-06-30 $365k 6.9k 52.61
2021-03-31 $3.0M 59k 51.36