Bradley & Co Private Wealth Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Bradley & Co Private Wealth 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
2024 Q1	–	Sell	-920	Closed	-$20.7K	–	204
2023 Q4	$20.7K	Buy	+920	New	+$19.7K	0.02%	95

Other funds holding SCHI

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CWM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

Bradley & Co Private Wealth Management's SCHI Position: Q1 2024 in Review

Bradley & Co Private Wealth Management sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q1 2024, closing a stake of 920 shares — an estimated $20.7K sold.

Bradley & Co Private Wealth Management first reported a position in SCHI in Q4 2023 and held it in 1 quarter. The position peaked at $20.7K in Q4 2023. 184 funds tracked by Wall St. Rank hold SCHI as of Q1 2024.

Bradley & Co Private Wealth Management reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 920 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2024, an estimated $20.7K.
Bradley & Co Private Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
Bradley & Co Private Wealth Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $20.7K in Q4 2023.
184 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2024.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.