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

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Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

WestHill Financial Advisors San Rafael, California $523M AUM 15.95% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

DecisionPoint Financial Mesa, Arizona $464M AUM 14.01% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return