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

Baker Tilly 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
2021
Q2 		– Sell
-21,790
Closed -$560K – 505
2021
Q1 		$560K Buy
+21,790
New +$572K 0.11% 216

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Baker Tilly Wealth Management's SCHI Position: Q2 2021 in Review

Baker Tilly Wealth Management sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2021, closing a stake of 21,790 shares — an estimated $560K sold.

Baker Tilly Wealth Management first reported a position in SCHI in Q1 2021 and held it in 1 quarter. The position peaked at $560K in Q1 2021. 42 funds tracked by Wall St. Rank hold SCHI as of Q2 2021.

  • Baker Tilly Wealth Management reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 21,790 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2021, an estimated $560K.
  • Baker Tilly Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and held it in 1 quarter.
  • Baker Tilly Wealth Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $560K in Q1 2021.
  • 42 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2021.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2021, filed 30 Jul 2021.