Schwab 5-10 Year Corporate B otr shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings 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 Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 77k | 23.08 |
| 2025-06-30 | $564k | 25k | 22.20 |
| 2025-03-31 | $527k | 23k | 22.46 |
| 2024-12-31 | $630k | 16k | 39.11 |
| 2024-09-30 | $864k | 19k | 46.17 |
| 2024-03-31 | $968k | 22k | 44.50 |
| 2023-12-31 | $1.4M | 32k | 44.94 |
| 2023-09-30 | $2.2M | 52k | 42.21 |
| 2023-06-30 | $934k | 21k | 44.05 |
| 2023-03-31 | $89k | 2.0k | 44.63 |
| 2022-12-31 | $90k | 2.2k | 41.67 |
| 2022-09-30 | $123k | 3.0k | 41.76 |
| 2022-06-30 | $104k | 2.2k | 46.88 |
| 2022-03-31 | $104k | 2.2k | 46.88 |
| 2021-12-31 | $281k | 6.0k | 46.88 |
| 2021-09-30 | $519k | 11k | 46.88 |
| 2021-06-30 | $661k | 12k | 54.95 |
| 2021-03-31 | $470k | 9.2k | 51.32 |
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