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Aspire Wealth Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Aspire Wealth Management’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$217 Sell
10
-2
-17% -$45 ﹤0.01% 192
2024
Q2 		$250 Sell
12
-104
-90% -$2.28K ﹤0.01% 176
2024
Q1 		$2.56K Sell
116
-3,112
-96% -$69.1K ﹤0.01% 172
2023
Q4 		$72.5K Buy
3,228
+12
+0.4% +$257 0.05% 115
2023
Q3 		$67.8K Buy
3,216
+3,210
+53,500% +$69.4K 0.05% 112
2023
Q2 		$135 Hold
6
– – ﹤0.01% 188
2023
Q1 		$136 Sell
6
-338
-98% -$7.46K ﹤0.01% 187
2022
Q4 		$7.39K Buy
344
+4
+1% +$86 0.01% 161
2022
Q3 		$7K Buy
340
+2
+0.6% +$45 0.01% 147
2022
Q2 		$8K Sell
338
-174
-34% -$3.96K 0.01% 151
2022
Q1 		$12K Buy
512
+2
+0.4% +$49 0.01% 146
2021
Q4 		$13K Buy
+510
New +$13.2K 0.01% 147

Other funds holding SCHI

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Aspire Wealth Management's SCHI Position: Q3 2024 in Review

Aspire Wealth Management reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 17% in Q3 2024, selling an estimated $45 and leaving 10 shares worth $217. The position accounts for ﹤0.01% of the portfolio, ranked #192.

Aspire Wealth Management first reported a position in SCHI in Q4 2021 and has held it in 12 quarters since. The position peaked at $72.5K in Q4 2023. 190 funds tracked by Wall St. Rank hold SCHI as of Q3 2024.

  • Aspire Wealth Management held 10 shares of Schwab 5-10 Year Corporate Bond ETF worth $217 as of Q3 2024.
  • Aspire Wealth Management sold 2 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2024, an estimated $45.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Aspire Wealth Management's portfolio in Q3 2024, its #192 holding.
  • Aspire Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2021 and has held it in 12 quarters since.
  • Aspire Wealth Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $72.5K in Q4 2023.
  • 190 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.