Schwab 5-10 Year Corporate B otr shares owned by Goss Wealth Management
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Goss Wealth Management
from 13F filings
Historical chart of Goss Wealth 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 Goss Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $261k | 11k | 23.08 |
| 2025-06-30 | $229k | 10k | 22.76 |
| 2025-03-31 | $133k | 5.9k | 22.46 |
| 2024-12-31 | $132k | 6.0k | 22.07 |
| 2024-09-30 | $118k | 2.5k | 46.16 |
| 2024-06-30 | $113k | 2.6k | 44.10 |
| 2023-09-30 | $2.5k | 60 | 42.20 |
| 2022-12-31 | $13k | 296 | 43.10 |
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