Schwab 5-10 Year Corporate B otr shares owned by Pacific Capital Wealth Advisors
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Pacific Capital Wealth Advisors
from 13F filings
Historical chart of Pacific Capital 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 Pacific Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $565k | 25k | 23.08 |
| 2025-06-30 | $559k | 25k | 22.56 |
| 2025-03-31 | $817k | 36k | 22.46 |
| 2024-12-31 | $803k | 36k | 22.07 |
| 2024-09-30 | $826k | 18k | 46.16 |
| 2024-06-30 | $333k | 7.6k | 44.10 |
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