Schwab 5-10 Year Corporate B otr shares owned by Envestnet Asset Management
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Envestnet Asset Management
from 13F filings
Historical chart of Envestnet Asset Management 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 Envestnet Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $170M | 7.4M | 23.08 |
| 2025-06-30 | $167M | 7.3M | 22.76 |
| 2025-03-31 | $168M | 7.5M | 22.46 |
| 2024-12-31 | $166M | 7.5M | 22.07 |
| 2024-09-30 | $172M | 3.7M | 46.16 |
| 2024-06-30 | $163M | 3.7M | 44.10 |
| 2024-03-31 | $147M | 3.3M | 44.49 |
| 2023-09-30 | $8.4M | 200k | 42.20 |
| 2023-06-30 | $6.1M | 138k | 44.05 |
| 2022-09-30 | $280k | 6.7k | 42.05 |
| 2021-12-31 | $249k | 4.8k | 51.68 |
| 2021-09-30 | $327k | 6.3k | 52.24 |
| 2021-06-30 | $365k | 6.9k | 52.61 |
| 2021-03-31 | $3.0M | 59k | 51.36 |
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