Wealth Enhancement Advisory Services »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
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