Schwab 5-10 Year Corporate B otr shares owned by Addison Advisors
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Addison Advisors
from 13F filings
Historical chart of Addison Advisors 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 Addison Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $65k | 2.9k | 22.64 |
| 2025-03-31 | $5.0k | 224 | 22.46 |
| 2024-12-31 | $4.9k | 224 | 22.07 |
| 2024-09-30 | $5.2k | 112 | 46.16 |
| 2024-06-30 | $69k | 1.6k | 44.10 |
| 2023-12-31 | $16k | 348 | 44.94 |
| 2023-09-30 | $591 | 14 | 42.21 |
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