Schwab 5-10 Year Corporate B otr shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Schwab 5-10 Year Corporate B otr
Tip: Access up to 7 years of quarterly data
All positions including Schwab 5-10 Year Corporate B otr held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab 5-10 Year Corporate B otr by EverSource Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $11k | 254 | 44.94 |
2023-09-30 | $8.7k | 207 | 42.20 |
More positions owned by EverSource Wealth Advisors
View all positions for EverSource Wealth Advisors
Top funds holding Schwab 5-10 Year Corporate B otr
View all funds holding Schwab 5-10 Year Corporate B otr