Schwab 5-10 Year Corporate B otr shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Schwab 5-10 Year Corporate B otr
Tip: Access up to 7 years of quarterly data
All positions including Schwab 5-10 Year Corporate B otr held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab 5-10 Year Corporate B otr by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 63k | 23.05 |
| 2025-06-30 | $1.2M | 54k | 22.62 |
| 2025-03-31 | $1.3M | 57k | 22.46 |
| 2024-12-31 | $9.2M | 416k | 22.07 |
| 2024-06-30 | $8.4M | 191k | 44.10 |
| 2024-03-31 | $7.1M | 161k | 44.49 |
| 2023-12-31 | $5.9M | 131k | 44.94 |
| 2023-09-30 | $4.3M | 101k | 42.20 |
| 2023-06-30 | $206k | 4.7k | 44.05 |
More positions owned by Wealth Enhancement Advisory Services
View all positions for Wealth Enhancement Advisory Services
Top funds holding Schwab 5-10 Year Corporate B otr
View all funds holding Schwab 5-10 Year Corporate B otr