Schwab 5-10 Year Corporate B otr shares owned by CoreCap Advisors
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by CoreCap Advisors
from 13F filings
Historical chart of CoreCap 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 CoreCap Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 55k | 23.08 |
| 2025-06-30 | $2.1M | 90k | 22.76 |
| 2025-03-31 | $1.9M | 83k | 22.46 |
| 2024-12-31 | $3.6M | 165k | 22.07 |
| 2024-09-30 | $1.1M | 24k | 46.16 |
| 2024-03-31 | $240k | 5.4k | 44.49 |
| 2023-12-31 | $212k | 4.7k | 44.94 |
| 2022-12-31 | $146k | 3.4k | 43.11 |
| 2022-09-30 | $207k | 4.9k | 41.95 |
| 2022-06-30 | $217k | 4.9k | 44.57 |
| 2021-12-31 | $148k | 2.9k | 51.60 |
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