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Schwab 5-10 Year Corporate B otr shares owned by Sowell Financial Services

Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Sowell Financial Services from 13F filings

Historical chart of Sowell 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 Sowell Financial Services 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 Sowell Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $210k 9.1k 23.08
2025-06-30 $207k 9.1k 22.76
2025-03-31 $222k 9.9k 22.46
2024-12-31 $230k 10k 22.07
2021-03-31 $84k 1.6k 51.69
2020-12-31 $50k 927 53.94

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