Schwab 5-10 Year Corporate B otr shares owned by IFP Advisors
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by IFP Advisors
from 13F filings
Historical chart of IFP Advisors 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 IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $348k | 15k | 23.08 |
| 2025-06-30 | $248k | 11k | 22.76 |
| 2025-03-31 | $160k | 7.1k | 22.46 |
| 2024-12-31 | $73k | 3.3k | 22.07 |
| 2024-09-30 | $478k | 10k | 46.16 |
| 2024-06-30 | $74k | 1.7k | 44.10 |
| 2024-03-31 | $7.8k | 176 | 44.49 |
| 2023-12-31 | $19k | 430 | 44.94 |
| 2023-09-30 | $7.0k | 165 | 42.20 |
| 2023-06-30 | $19k | 421 | 44.05 |
| 2023-03-31 | $11k | 226 | 49.84 |
| 2022-12-31 | $11k | 226 | 48.67 |
| 2022-09-30 | $13k | 227 | 57.27 |
| 2022-06-30 | $12k | 228 | 52.63 |
| 2022-03-31 | $12k | 228 | 52.63 |
| 2021-12-31 | $5.0k | 97 | 51.55 |
| 2021-09-30 | $2.0k | 33 | 60.61 |
| 2021-06-30 | $12k | 220 | 54.55 |
| 2021-03-31 | $119k | 2.3k | 51.60 |
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