Schwab 5-10 Year Corporate B otr shares owned by Client 1st Advisory Group
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Client 1st Advisory Group
from 13F filings
Historical chart of Client 1st Advisory Group 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 Client 1st Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $490k | 11k | 44.10 |
| 2024-03-31 | $546k | 12k | 44.49 |
| 2023-09-30 | $483k | 11k | 42.20 |
| 2022-12-31 | $225k | 5.2k | 43.10 |
| 2022-09-30 | $260k | 6.2k | 42.08 |
| 2022-03-31 | $498k | 10k | 47.83 |
| 2021-12-31 | $624k | 12k | 51.65 |
| 2021-09-30 | $936k | 18k | 52.21 |
| 2021-06-30 | $2.7M | 51k | 52.55 |
| 2021-03-31 | $4.7M | 91k | 51.37 |
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