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
Download as csvQuarterly 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 |
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