Schwab 5-10 Year Corporate B otr shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors 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 Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 245k | 23.08 |
| 2025-06-30 | $4.8M | 211k | 22.76 |
| 2025-03-31 | $5.3M | 234k | 22.46 |
| 2024-12-31 | $4.0M | 183k | 22.07 |
| 2024-09-30 | $3.8M | 83k | 46.16 |
| 2024-06-30 | $2.9M | 67k | 44.10 |
| 2024-03-31 | $3.7M | 84k | 44.49 |
| 2023-12-31 | $3.3M | 74k | 44.94 |
| 2023-09-30 | $1.1M | 26k | 42.20 |
| 2023-06-30 | $487k | 11k | 44.05 |
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