Schwab 5-10 Year Corporate B otr shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management 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 Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $325k | 14k | 23.08 |
| 2025-06-30 | $327k | 14k | 22.76 |
| 2025-03-31 | $334k | 15k | 22.46 |
| 2024-12-31 | $328k | 15k | 22.07 |
| 2024-09-30 | $350k | 7.6k | 46.16 |
| 2024-06-30 | $335k | 7.6k | 44.10 |
| 2024-03-31 | $335k | 7.5k | 44.49 |
| 2023-12-31 | $12k | 274 | 43.80 |
| 2023-09-30 | $6.0k | 140 | 42.86 |
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