Schwab 5-10 Year Corporate B otr shares owned by Mutual Advisors
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Mutual Advisors
from 13F filings
Historical chart of Mutual 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 Mutual Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 187k | 23.21 |
| 2025-06-30 | $3.8M | 166k | 22.68 |
| 2025-03-31 | $3.4M | 152k | 22.39 |
| 2024-12-31 | $2.7M | 124k | 22.06 |
| 2024-09-30 | $2.7M | 121k | 22.53 |
| 2024-06-30 | $2.1M | 47k | 44.78 |
| 2024-03-31 | $1.9M | 42k | 44.49 |
| 2023-12-31 | $427k | 9.5k | 44.94 |
| 2021-12-31 | $422k | 8.2k | 51.63 |
| 2021-09-30 | $692k | 13k | 52.20 |
| 2021-06-30 | $1.1M | 20k | 52.54 |
| 2021-03-31 | $1.2M | 23k | 51.37 |
Top funds holding Schwab 5-10 Year Corporate B otr
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