Schwab 5-10 Year Corporate B otr shares owned by FC Advisory
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by FC Advisory
from 13F filings
Historical chart of FC Advisory 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 FC Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab 5-10 Year Corporate B otr by FC Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $408k | 18k | 23.08 |
| 2025-06-30 | $402k | 18k | 22.76 |
| 2025-03-31 | $396k | 18k | 22.46 |
| 2024-12-31 | $388k | 18k | 22.07 |
| 2024-09-30 | $405k | 8.8k | 46.16 |
| 2024-06-30 | $386k | 8.8k | 44.10 |
| 2024-03-31 | $389k | 8.7k | 44.49 |
| 2023-12-31 | $392k | 8.7k | 44.94 |
| 2023-09-30 | $368k | 8.7k | 42.20 |
| 2023-06-30 | $355k | 8.0k | 44.05 |
| 2023-03-31 | $359k | 8.0k | 44.65 |
| 2022-12-31 | $347k | 8.0k | 43.10 |
| 2022-09-30 | $338k | 8.0k | 42.06 |
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