Schwab 5-10 Year Corporate B otr shares owned by Retirement Group
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Retirement Group
from 13F filings
Historical chart of Retirement Group 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 Retirement Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $10k | 230 | 44.49 |
2023-12-31 | $14k | 320 | 44.94 |
2023-09-30 | $14k | 320 | 42.20 |
2023-06-30 | $14k | 320 | 44.05 |
2023-03-31 | $14k | 320 | 43.75 |
2022-12-31 | $14k | 320 | 43.75 |
2022-09-30 | $10k | 230 | 43.48 |
2022-06-30 | $12k | 270 | 44.44 |
2022-03-31 | $13k | 270 | 48.15 |
2021-12-31 | $2.0k | 40 | 50.00 |
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