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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab 5-10 Year Corporate B otr held by Sequoia Financial Advisors 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 Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
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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Top funds holding Schwab 5-10 Year Corporate B otr

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