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Beacon Financial Advisory’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Beacon Financial Advisory’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
-11,604
Closed -$298K – 234
2021
Q1 		$298K Buy
+11,604
New +$305K 0.17% 150

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

Beacon Financial Advisory's SCHI Position: Q2 2021 in Review

Beacon Financial Advisory sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2021, closing a stake of 11,604 shares — an estimated $298K sold.

Beacon Financial Advisory first reported a position in SCHI in Q1 2021 and held it in 1 quarter. The position peaked at $298K in Q1 2021. 42 funds tracked by Wall St. Rank hold SCHI as of Q2 2021.

  • Beacon Financial Advisory reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Beacon Financial Advisory sold 11,604 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2021, an estimated $298K.
  • Beacon Financial Advisory first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and held it in 1 quarter.
  • Beacon Financial Advisory's Schwab 5-10 Year Corporate Bond ETF position peaked at $298K in Q1 2021.
  • 42 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2021.

Based on Beacon Financial Advisory's 13F filing for Q2 2021, filed 14 Jul 2021.