Schwab 5-10 Year Corporate B otr shares owned by San Luis Wealth Advisors
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by San Luis Wealth Advisors
from 13F filings
Historical chart of San Luis 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 San Luis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 657k | 22.76 |
| 2025-06-30 | $15M | 657k | 22.76 |
| 2025-03-31 | $19M | 835k | 22.46 |
| 2024-12-31 | $23M | 1.0M | 22.07 |
| 2024-09-30 | $21M | 443k | 46.16 |
| 2024-06-30 | $15M | 328k | 44.10 |
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