Schwab 5-10 Year Corporate B otr shares owned by Clearview Wealth Advisors
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Clearview Wealth Advisors
from 13F filings
Historical chart of Clearview Wealth 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 Clearview Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $222k | 10k | 22.07 |
| 2024-09-30 | $207k | 4.5k | 46.16 |
| 2024-06-30 | $271k | 6.2k | 44.10 |
| 2024-03-31 | $491k | 11k | 44.49 |
| 2023-12-31 | $380k | 8.5k | 44.94 |
| 2023-09-30 | $288k | 6.8k | 42.20 |
| 2023-06-30 | $11k | 242 | 44.04 |
| 2023-03-31 | $11k | 240 | 44.66 |
| 2022-12-31 | $81k | 1.9k | 43.12 |
| 2022-09-30 | $338k | 8.0k | 42.07 |
| 2022-06-30 | $9.0k | 191 | 47.12 |
| 2022-03-31 | $9.0k | 190 | 47.37 |
| 2021-12-31 | $22k | 419 | 52.51 |
| 2021-09-30 | $23k | 438 | 52.51 |
| 2021-06-30 | $23k | 436 | 52.75 |
| 2021-03-31 | $3.4M | 66k | 51.36 |
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