Schwab 5-10 Year Corporate B otr shares owned by Aptus Capital Advisors
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Aptus Capital Advisors
from 13F filings
Historical chart of Aptus Capital 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 Aptus Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $210k | 9.1k | 23.08 |
| 2025-06-30 | $160k | 7.0k | 22.76 |
| 2025-03-31 | $159k | 7.1k | 22.46 |
| 2024-12-31 | $144k | 6.5k | 22.07 |
| 2024-09-30 | $64k | 2.8k | 23.08 |
| 2024-06-30 | $78k | 1.8k | 44.10 |
| 2024-03-31 | $5.2k | 117 | 44.49 |
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