Schwab 5-10 Year Corporate B otr shares owned by Security Financial Services
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Security Financial Services
from 13F filings
Historical chart of Security Financial Services 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 Security Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab 5-10 Year Corporate B otr by Security Financial Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $347k | 7.5k | 46.16 |
2024-06-30 | $371k | 8.4k | 44.10 |
2024-03-31 | $317k | 7.1k | 44.49 |
2023-12-31 | $1.3M | 29k | 44.94 |
2023-09-30 | $1.1M | 26k | 42.20 |
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