Schwab 5-10 Year Corporate B otr shares owned by Beacon Bridge Wealth Partners
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Beacon Bridge Wealth Partners
from 13F filings
Historical chart of Beacon Bridge Wealth Partners 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 Beacon Bridge Wealth Partners 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 Beacon Bridge Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 127k | 23.08 |
| 2025-06-30 | $2.7M | 121k | 22.76 |
| 2025-03-31 | $2.9M | 128k | 22.46 |
| 2024-12-31 | $2.8M | 126k | 22.07 |
| 2024-09-30 | $3.1M | 66k | 46.16 |
| 2024-06-30 | $1.6M | 37k | 44.10 |
| 2024-03-31 | $1.3M | 29k | 44.49 |
| 2023-12-31 | $1.0M | 23k | 44.94 |
| 2023-09-30 | $211k | 5.0k | 42.20 |
More positions owned by Beacon Bridge Wealth Partners
View all positions for Beacon Bridge Wealth Partners
Top funds holding Schwab 5-10 Year Corporate B otr
View all funds holding Schwab 5-10 Year Corporate B otr