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Schwab 5-10 Year Corporate B otr shares owned by Bartlett & Co. Wealth Management

Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Bartlett & Co. Wealth Management from 13F filings

Historical chart of Bartlett & Co. Wealth Management investment in Schwab 5-10 Year Corporate B otr

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All positions including Schwab 5-10 Year Corporate B otr held by Bartlett & Co. Wealth Management 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 Bartlett & Co. Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $104k 4.5k 22.97
2025-09-30 $113k 4.9k 23.08
2025-06-30 $103k 4.5k 22.76
2025-03-31 $588k 26k 22.46