Schwab 5-10 Year Corporate B otr shares owned by Kingsview Wealth Management
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Kingsview Wealth Management
from 13F filings
Historical chart of Kingsview 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 Kingsview Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $233k | 5.2k | 44.94 |
| 2023-09-30 | $223k | 5.3k | 42.20 |
| 2023-06-30 | $278k | 6.3k | 44.05 |
| 2023-03-31 | $363k | 8.1k | 44.65 |
| 2022-12-31 | $389k | 9.0k | 43.10 |
| 2022-09-30 | $393k | 9.4k | 41.99 |
| 2022-06-30 | $431k | 9.7k | 44.60 |
| 2022-03-31 | $463k | 9.7k | 47.86 |
| 2021-12-31 | $499k | 9.7k | 51.67 |
| 2021-09-30 | $655k | 13k | 52.22 |
| 2021-06-30 | $635k | 12k | 52.41 |
| 2021-03-31 | $619k | 12k | 51.41 |
| 2020-12-31 | $697k | 13k | 53.63 |
| 2020-09-30 | $735k | 14k | 52.78 |
| 2020-06-30 | $726k | 14k | 52.34 |
| 2020-03-31 | $631k | 13k | 47.90 |
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