Schwab 5-10 Year Corporate B otr shares owned by Warren Averett Asset Management
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Warren Averett Asset Management
from 13F filings
Historical chart of Warren Averett Asset 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 Warren Averett Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $514k | 22k | 23.08 |
| 2025-06-30 | $869k | 38k | 22.76 |
| 2025-03-31 | $1.0M | 46k | 22.46 |
| 2024-12-31 | $872k | 40k | 22.07 |
| 2024-09-30 | $698k | 15k | 46.16 |
| 2024-06-30 | $434k | 9.8k | 44.10 |
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