Schwab 5-10 Year Corporate B otr shares owned by WealthBridge Capital Management
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by WealthBridge Capital Management
from 13F filings
Historical chart of WealthBridge Capital 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 WealthBridge Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $456k | 20k | 23.08 |
| 2025-06-30 | $450k | 20k | 22.76 |
| 2025-03-31 | $453k | 20k | 22.46 |
| 2024-12-31 | $421k | 19k | 22.07 |
| 2024-09-30 | $424k | 9.2k | 46.16 |
| 2024-06-30 | $375k | 8.5k | 44.10 |
| 2024-03-31 | $296k | 6.6k | 44.49 |
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