Schwab 5-10 Year Corporate B otr shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial 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 Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $172M | 7.5M | 23.08 |
| 2025-06-30 | $165M | 7.2M | 22.76 |
| 2025-03-31 | $142M | 6.3M | 22.46 |
| 2024-12-31 | $591k | 27k | 22.07 |
| 2024-09-30 | $543k | 12k | 46.16 |
| 2024-06-30 | $584k | 13k | 44.10 |
| 2024-03-31 | $528k | 12k | 44.49 |
| 2023-06-30 | $240k | 5.4k | 44.05 |
| 2022-06-30 | $0 | 4 | 0.00 |
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