Schwab 5-10 Year Corporate B otr shares owned by McCarthy Grittinger Financial Group
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by McCarthy Grittinger Financial Group
from 13F filings
Historical chart of McCarthy Grittinger Financial Group investment in Schwab 5-10 Year Corporate B otr
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All positions including Schwab 5-10 Year Corporate B otr held by McCarthy Grittinger Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab 5-10 Year Corporate B otr by McCarthy Grittinger Financial Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $72k | 1.6k | 46.16 |
2024-06-30 | $69k | 1.6k | 44.10 |
2024-03-31 | $69k | 1.6k | 44.49 |
2023-12-31 | $70k | 1.6k | 44.94 |
2023-09-30 | $89k | 2.1k | 42.20 |
2023-06-30 | $69k | 1.6k | 44.05 |
2023-03-31 | $70k | 1.6k | 44.65 |
2022-12-31 | $67k | 1.6k | 43.10 |
2022-06-30 | $177k | 4.0k | 44.58 |
2022-03-31 | $1.3M | 27k | 47.86 |
2021-12-31 | $59k | 1.1k | 51.66 |
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