Schwab 5-10 Year Corporate B otr shares owned by Patten & Patten
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Patten & Patten
from 13F filings
Historical chart of Patten & Patten 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 Patten & Patten
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $310k | 13k | 23.08 |
| 2025-06-30 | $306k | 13k | 22.76 |
| 2025-03-31 | $302k | 13k | 22.46 |
| 2024-12-31 | $258k | 12k | 22.07 |
| 2024-09-30 | $270k | 5.9k | 46.16 |
| 2024-06-30 | $260k | 5.9k | 44.10 |
| 2024-03-31 | $262k | 5.9k | 44.49 |
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