Schwab 5-10 Year Corporate B otr shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Schwab 5-10 Year Corporate B otr
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All positions including Schwab 5-10 Year Corporate B otr held by Geneos Wealth Management 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 Geneos Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $6.2k | 140 | 44.49 |
2023-12-31 | $14k | 315 | 44.94 |
2023-09-30 | $1.6k | 39 | 42.21 |
2023-06-30 | $1.7k | 39 | 44.05 |
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