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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

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Quarterly 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