Schwab 5-10 Year Corporate B otr shares owned by White & Co Financial Planning
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by White & Co Financial Planning
from 13F filings
Historical chart of White & Co Financial Planning 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 White & Co Financial Planning 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 White & Co Financial Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $7.2M | 327k | 22.07 |
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