Schwab 5-10 Year Corporate B otr shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $436k | 9.7k | 44.94 |
| 2023-09-30 | $222k | 5.3k | 42.20 |
| 2022-06-30 | $22k | 487 | 45.17 |
| 2022-03-31 | $23k | 487 | 47.23 |
| 2021-12-31 | $25k | 487 | 51.33 |
| 2021-09-30 | $25k | 487 | 51.33 |
| 2021-06-30 | $309k | 5.9k | 52.62 |
| 2021-03-31 | $1.3M | 25k | 51.35 |
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