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Schwab 5-10 Year Corporate B otr shares owned by Taddei, Ludwig & Associates

Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Taddei, Ludwig & Associates from 13F filings

Historical chart of Taddei, Ludwig & Associates investment in Schwab 5-10 Year Corporate B otr

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All positions including Schwab 5-10 Year Corporate B otr held by Taddei, Ludwig & Associates 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 Taddei, Ludwig & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 256k 46.16
2024-06-30 $11M 248k 44.10
2024-03-31 $11M 245k 44.49
2023-12-31 $11M 234k 44.94
2023-09-30 $10M 237k 42.20
2023-06-30 $10M 232k 44.05
2023-03-31 $10M 226k 44.65
2022-12-31 $9.2M 213k 43.10
2022-09-30 $9.0M 213k 42.03
2022-06-30 $9.1M 205k 44.58
2022-03-31 $9.9M 207k 47.86
2021-12-31 $9.9M 193k 51.66
2021-09-30 $9.6M 185k 52.20