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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab 5-10 Year Corporate B otr held by Advisor Group Holdings 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 Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
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