Schwab 5-10 Year Corporate B otr shares owned by Sequoia Financial Advisors
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Sequoia Financial Advisors
from 13F filings
Historical chart of Sequoia Financial 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 Sequoia Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $663k | 29k | 23.08 |
| 2025-06-30 | $358k | 16k | 22.76 |
| 2025-03-31 | $482k | 22k | 22.46 |
| 2024-12-31 | $381k | 17k | 22.07 |
| 2024-09-30 | $470k | 10k | 46.16 |
| 2024-06-30 | $424k | 9.6k | 44.10 |
| 2024-03-31 | $352k | 7.9k | 44.49 |
| 2023-12-31 | $403k | 9.0k | 44.94 |
| 2023-09-30 | $573k | 14k | 42.20 |
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