Schwab 5-10 Year Corporate B otr shares owned by Joule Financial
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Joule Financial
from 13F filings
Historical chart of Joule Financial 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 Joule Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $585k | 25k | 23.08 |
| 2025-06-30 | $576k | 25k | 22.76 |
| 2025-03-31 | $569k | 25k | 22.46 |
| 2024-12-31 | $565k | 26k | 22.07 |
| 2024-09-30 | $590k | 13k | 46.16 |
| 2024-06-30 | $552k | 13k | 44.10 |
| 2024-03-31 | $556k | 13k | 44.49 |
| 2023-12-31 | $562k | 13k | 44.94 |
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