Schwab 5-10 Year Corporate B otr shares owned by Larson Financial Group
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Larson Financial Group
from 13F filings
Historical chart of Larson Financial Group investment in Schwab 5-10 Year Corporate B otr
Tip: Access up to 7 years of quarterly data
All positions including Schwab 5-10 Year Corporate B otr held by Larson Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab 5-10 Year Corporate B otr by Larson Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $127k | 5.5k | 23.08 |
| 2025-06-30 | $475k | 21k | 22.76 |
| 2025-03-31 | $227k | 10k | 22.46 |
| 2024-12-31 | $266k | 12k | 22.07 |
| 2024-09-30 | $141k | 3.1k | 46.16 |
| 2024-06-30 | $64k | 1.5k | 44.10 |
| 2024-03-31 | $4.5k | 101 | 44.49 |
| 2023-09-30 | $30k | 717 | 42.20 |
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