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Ballast Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Ballast 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
2022
Q3 		– Sell
-448
Closed -$10K – 182
2022
Q2 		$10K Buy
+448
New +$10.2K ﹤0.01% 164

Other funds holding SCHI

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
CC
Copperleaf Capital Raleigh, North Carolina $209M AUM 31.88% 1-Year Est. Return

Ballast Advisors's SCHI Position: Q3 2022 in Review

Ballast Advisors sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2022, closing a stake of 448 shares — an estimated $10K sold.

Ballast Advisors first reported a position in SCHI in Q2 2022 and held it in 1 quarter. The position peaked at $10K in Q2 2022. 57 funds tracked by Wall St. Rank hold SCHI as of Q3 2022.

  • Ballast Advisors reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Ballast Advisors sold 448 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2022, an estimated $10K.
  • Ballast Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Ballast Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $10K in Q2 2022.
  • 57 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2022.

Based on Ballast Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.