Schwab 5-10 Year Corporate B otr shares owned by Selective Wealth Management
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Selective Wealth Management
from 13F filings
Historical chart of Selective Wealth Management 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 Selective Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $342k | 15k | 23.05 |
| 2025-06-30 | $349k | 15k | 22.60 |
| 2025-03-31 | $337k | 15k | 21.85 |
| 2024-12-31 | $340k | 16k | 21.81 |
| 2024-09-30 | $354k | 7.8k | 45.53 |
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