Schwab 5-10 Year Corporate B otr shares owned by ValMark Advisers
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers 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 ValMark Advisers consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $457k | 10k | 44.94 |
2023-09-30 | $427k | 10k | 42.20 |
2023-06-30 | $446k | 10k | 44.05 |
2023-03-31 | $205k | 4.6k | 44.65 |
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