Schwab 5-10 Year Corporate B otr shares owned by Creative Planning
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning 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 Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 83k | 23.08 |
| 2025-06-30 | $1.8M | 78k | 22.76 |
| 2025-03-31 | $1.6M | 72k | 22.46 |
| 2024-12-31 | $1.2M | 53k | 22.07 |
| 2024-09-30 | $1.3M | 29k | 46.16 |
| 2024-06-30 | $1.4M | 33k | 44.10 |
| 2024-03-31 | $720k | 16k | 44.49 |
| 2023-12-31 | $607k | 14k | 44.94 |
| 2023-09-30 | $401k | 9.5k | 42.20 |
| 2021-09-30 | $356k | 6.8k | 52.27 |
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