Schwab 5-10 Year Corporate B otr shares owned by Wagner Wealth Management
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Wagner Wealth Management
from 13F filings
Historical chart of Wagner Wealth Management 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 Wagner Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab 5-10 Year Corporate B otr by Wagner Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $266 | 12 | 22.17 |
| 2025-06-30 | $259 | 11 | 23.55 |
| 2025-03-31 | $3.9k | 175 | 22.45 |
| 2024-12-31 | $3.6k | 162 | 22.03 |
| 2024-09-30 | $2.4k | 51 | 46.16 |
| 2024-06-30 | $2.0k | 45 | 44.11 |
| 2024-03-31 | $1.7k | 39 | 44.49 |
| 2023-12-31 | $1.4k | 32 | 44.94 |
| 2023-09-30 | $1.1k | 27 | 42.19 |
| 2023-06-30 | $176 | 4 | 44.00 |
| 2023-03-31 | $134 | 3 | 44.67 |
| 2022-12-31 | $86 | 2 | 43.00 |
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