Schwab 5-10 Year Corporate B otr shares owned by CWM
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by CWM
from 13F filings
Historical chart of CWM 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 CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $355k | 16k | 22.98 |
| 2025-09-30 | $150k | 6.5k | 23.08 |
| 2025-06-30 | $139k | 6.1k | 22.71 |
| 2025-03-31 | $142k | 6.3k | 22.51 |
| 2024-12-31 | $131k | 5.9k | 22.05 |
| 2024-09-30 | $207k | 4.5k | 46.12 |
| 2024-06-30 | $17k | 387 | 43.93 |
| 2024-03-31 | $7.0k | 153 | 45.75 |
| 2023-12-31 | $9.0k | 202 | 44.55 |
| 2023-09-30 | $6.0k | 143 | 41.96 |
| 2023-06-30 | $6.0k | 143 | 41.96 |
| 2022-06-30 | $12k | 267 | 44.94 |
| 2022-03-31 | $37k | 779 | 47.50 |
| 2021-12-31 | $26k | 507 | 51.28 |
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