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SCHISCHI
Showing 7 of 8 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in SCHWAB 5-10 YEAR CORPORATE B

Kestra Advisory Services, LLC holds 305,466 shares of SCHI (SCHWAB 5-10 YEAR CORPORATE B), worth $6.9M as of 2026-Q2. The position was increased (+476.2% shares). SCHI represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$6.9M

Current Shares

305,466

Total Value Change

+$6.3M

Total Shares Change

+291,722

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
305,466
+476.2%
$6.9M0.0%$22.44
44
2026-Q1
Increased
53,012
+37.7%
$1.2M0.0%$23.05
33
2025-Q4
Increased
38,500
+44.5%
$884,3420.0%$22.94
34
2025-Q3
New
26,650
-
$615,0870.0%$22.60
34
2025-Q1
Exited
0
-100.0%
$00.0%$21.42
0
2024-Q4
Increased
26,444
+92.4%
$583,6190.0%$20.94
39
2024-Q3
Decreased
13,744
-1.2%
$634,4370.0%$21.54
0

Other major holders of SCHI: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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