Schwab 5-10 Year Corporate B otr shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC 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 Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $255k | 5.7k | 44.49 |
| 2023-12-31 | $255k | 5.7k | 44.94 |
| 2023-09-30 | $229k | 5.4k | 42.20 |
| 2023-06-30 | $239k | 5.4k | 44.05 |
| 2023-03-31 | $241k | 5.4k | 44.65 |
| 2022-12-31 | $259k | 6.0k | 43.10 |
| 2022-09-30 | $252k | 6.0k | 42.03 |
| 2022-06-30 | $268k | 6.0k | 44.58 |
| 2022-03-31 | $287k | 6.0k | 47.70 |
| 2021-12-31 | $310k | 6.0k | 51.62 |
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