Schwab 5-10 Year Corporate B otr shares owned by Zrc Wealth Management
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Zrc Wealth Management
from 13F filings
Historical chart of Zrc Wealth 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 Zrc Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26k | 1.1k | 23.08 |
| 2025-06-30 | $25k | 1.1k | 22.76 |
| 2025-03-31 | $25k | 1.1k | 22.46 |
| 2024-12-31 | $25k | 1.1k | 22.07 |
| 2024-09-30 | $26k | 558 | 46.16 |
| 2024-06-30 | $25k | 558 | 44.10 |
| 2024-03-31 | $196k | 4.4k | 44.49 |
| 2023-06-30 | $5.5k | 124 | 44.06 |
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