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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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 |
|---|---|---|---|
| 2024-03-31 | $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 |
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