Schwab 5-10 Year Corporate B otr shares owned by AE Wealth Management
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth 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 AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab 5-10 Year Corporate B otr by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $208k | 9.0k | 23.08 |
| 2025-06-30 | $105k | 4.6k | 22.76 |
| 2025-03-31 | $82k | 3.6k | 22.46 |
| 2024-12-31 | $140k | 6.3k | 22.07 |
| 2023-09-30 | $1.3M | 32k | 42.20 |
| 2021-09-30 | $385k | 7.4k | 52.23 |
| 2021-06-30 | $2.3M | 44k | 52.56 |
| 2021-03-31 | $3.5M | 68k | 51.36 |
Top funds holding Schwab 5-10 Year Corporate B otr
View all funds holding Schwab 5-10 Year Corporate B otr