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
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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 ExcelQuarterly 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 |
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