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Schwab 5-10 Year Corporate B otr shares owned by Rossby Financial, LCC

Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Rossby Financial, LCC from 13F filings

Historical chart of Rossby Financial, LCC investment in Schwab 5-10 Year Corporate B otr

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All positions including Schwab 5-10 Year Corporate B otr held by Rossby Financial, LCC 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 Rossby Financial, LCC

Quarter filed Position value Share count Share price at filing
2026-06-30 $525k 23k 22.64
2026-03-31 $217k 9.6k 22.60
2025-12-31 $711 31 22.97
2025-09-30 $714 31 23.06
2025-06-30 $5.7k 251 22.76
2025-03-31 $5.6k 251 22.39

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