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Benjamin F. Edwards & Company’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		– Sell
-90
Closed -$2K – 2225
2024
Q1 		$2K Buy
+90
New +$2K ﹤0.01% 2041
2022
Q4 		– Sell
-606
Closed -$13K – 1900
2022
Q3 		$13K Buy
+606
New +$13.5K ﹤0.01% 1345

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RJA
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Benjamin F. Edwards & Company's SCHI Position: Q2 2024 in Review

Benjamin F. Edwards & Company sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2024, closing a stake of 90 shares — an estimated $2K sold.

Benjamin F. Edwards & Company first reported a position in SCHI in Q3 2022 and held it in 2 quarters. The position peaked at $13K in Q3 2022. 187 funds tracked by Wall St. Rank hold SCHI as of Q2 2024.

  • Benjamin F. Edwards & Company reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 90 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2024, an estimated $2K.
  • Benjamin F. Edwards & Company first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2022 and held it in 2 quarters.
  • Benjamin F. Edwards & Company's Schwab 5-10 Year Corporate Bond ETF position peaked at $13K in Q3 2022.
  • 187 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.