Schwab 5-10 Year Corporate B otr shares owned by Bristlecone Advisors
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Bristlecone Advisors
from 13F filings
Historical chart of Bristlecone 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 Bristlecone Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $299k | 13k | 23.08 |
| 2025-06-30 | $292k | 13k | 22.76 |
| 2025-03-31 | $284k | 13k | 22.46 |
| 2024-12-31 | $286k | 13k | 22.07 |
| 2024-09-30 | $294k | 6.4k | 46.16 |
| 2024-06-30 | $285k | 6.5k | 44.10 |
| 2024-03-31 | $292k | 6.6k | 44.49 |
| 2023-12-31 | $293k | 6.5k | 44.94 |
| 2023-09-30 | $270k | 6.4k | 42.20 |
| 2023-06-30 | $279k | 6.3k | 44.05 |
| 2023-03-31 | $208k | 4.7k | 44.65 |
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