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Schwab 5-10 Year Corporate B otr shares owned by LPL Financial

Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial 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 LPL Financial 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 LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.8M 424k 23.08
2025-06-30 $8.4M 367k 22.76
2025-03-31 $7.1M 315k 22.46
2024-12-31 $5.3M 239k 22.07
2024-09-30 $4.0M 86k 46.16
2024-06-30 $2.8M 63k 44.10
2024-03-31 $2.3M 52k 44.49
2023-09-30 $296k 7.0k 42.20
2021-12-31 $360k 7.0k 51.72
2021-09-30 $360k 6.9k 52.15
2021-06-30 $362k 6.9k 52.63
2021-03-31 $203k 4.0k 51.37