Schwab 5-10 Year Corporate B otr shares owned by Atlantic Trust
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Atlantic Trust
from 13F filings
Historical chart of Atlantic Trust 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 Atlantic Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $215k | 9.3k | 23.08 |
| 2025-06-30 | $19k | 824 | 22.76 |
| 2025-03-31 | $155k | 7.1k | 21.94 |
| 2024-12-31 | $19k | 856 | 21.98 |
| 2024-09-30 | $18k | 397 | 46.14 |
| 2024-06-30 | $18k | 403 | 44.38 |
| 2024-03-31 | $116k | 2.6k | 44.02 |
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