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Belpointe Asset Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-2,526
Closed -$56.4K – 2850
2023
Q1 		$56.4K Sell
2,526
-54
-2% -$1.19K ﹤0.01% 1626
2022
Q4 		$55.6K Sell
2,580
-3,556
-58% -$76K ﹤0.01% 1540
2022
Q3 		$129K Buy
+6,136
New +$137K 0.01% 1031
2021
Q2 		– Sell
-58,518
Closed -$1.5M – 1177
2021
Q1 		$1.5M Buy
+58,518
New +$1.54M 0.13% 175

Other funds holding SCHI

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
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
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DF
DecisionPoint Financial Mesa, Arizona $540M AUM 17.26% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Belpointe Asset Management's SCHI Position: Q2 2023 in Review

Belpointe Asset Management sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2023, closing a stake of 2,526 shares — an estimated $56.4K sold.

Belpointe Asset Management first reported a position in SCHI in Q1 2021 and held it in 4 quarters. The position peaked at $1.5M in Q1 2021. 98 funds tracked by Wall St. Rank hold SCHI as of Q2 2023.

  • Belpointe Asset Management reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,526 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2023, an estimated $56.4K.
  • Belpointe Asset Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and held it in 4 quarters.
  • Belpointe Asset Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $1.5M in Q1 2021.
  • 98 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.