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Schwab 5-10 Year Corporate B otr shares owned by NorthRock Partners

Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by NorthRock Partners from 13F filings

Historical chart of NorthRock Partners 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 NorthRock Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab 5-10 Year Corporate B otr by NorthRock Partners

Quarter filed Position value Share count Share price at filing
2025-06-30 $206k 9.0k 22.76
2025-03-31 $57k 2.5k 22.46
2024-12-31 $55k 2.5k 22.07
2024-09-30 $1.5k 33 46.15
2024-06-30 $1.4k 31 44.10
2024-03-31 $1.4k 31 44.48
2023-12-31 $1.4k 31 44.94