Schwab 5-10 Year Corporate B otr shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $281k | 12k | 22.67 |
| 2025-12-31 | $285k | 12k | 22.97 |
| 2022-06-30 | $232k | 5.2k | 44.59 |
| 2022-03-31 | $459k | 9.6k | 47.83 |
| 2021-12-31 | $710k | 14k | 51.65 |
| 2021-09-30 | $957k | 18k | 52.18 |
| 2021-06-30 | $1.1M | 21k | 52.54 |
| 2021-03-31 | $1.0M | 20k | 51.34 |
| 2020-12-31 | $1.0M | 19k | 53.63 |
| 2020-09-30 | $1.1M | 21k | 52.80 |
| 2020-06-30 | $840k | 16k | 52.30 |
| 2020-03-31 | $755k | 16k | 47.91 |
| 2019-12-31 | $240k | 4.8k | 50.00 |
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