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Atlas Private Wealth Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Atlas Private Wealth Advisors’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
2021
Q2 		– Sell
-338
Closed -$9K – 916
2021
Q1 		$9K Buy
+338
New +$8.87K 0.01% 514

Other funds holding SCHI

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CC
Copperleaf Capital Raleigh, North Carolina $209M AUM 31.88% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Atlas Private Wealth Advisors's SCHI Position: Q2 2021 in Review

Atlas Private Wealth Advisors sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2021, closing a stake of 338 shares — an estimated $9K sold.

Atlas Private Wealth Advisors first reported a position in SCHI in Q1 2021 and held it in 1 quarter. The position peaked at $9K in Q1 2021. 42 funds tracked by Wall St. Rank hold SCHI as of Q2 2021.

  • Atlas Private Wealth Advisors reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 338 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2021, an estimated $9K.
  • Atlas Private Wealth Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and held it in 1 quarter.
  • Atlas Private Wealth Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $9K in Q1 2021.
  • 42 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.