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SCHISCHI
6 quarters

Position history for WAWealthspire Advisors, LLC's holdings in SCHWAB 5-10 YEAR CORPORATE B

Wealthspire Advisors, LLC holds 179,763 shares of SCHI (SCHWAB 5-10 YEAR CORPORATE B), worth $4.1M as of 2026-Q2. The position was increased (+31.3% shares). SCHI represents 0.0% of Wealthspire Advisors, LLC's portfolio.

Current Value

$4.1M

Current Shares

179,763

Total Value Change

+$3.8M

Total Shares Change

+174,093

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
179,763
+31.3%
$4.1M0.0%$22.44
34
2026-Q1
Increased
136,928
+0.5%
$3.1M0.0%$23.05
26
2025-Q4
Increased
136,252
+1256.5%
$3.1M0.0%$22.94
43
2025-Q3
New
10,044
-
$231,8160.0%$22.60
32
2024-Q4
Exited
0
-100.0%
$00.0%$20.94
0
2024-Q3
New
5,670
-
$261,7270.0%$21.54
32

Other major holders of SCHI: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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