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Capital Advisors Inc’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Capital Advisors Inc’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
2022
Q2 		– Sell
-9,582
Closed -$229K – 257
2022
Q1 		$229K Buy
+9,582
New +$237K 0.01% 238

Other funds holding SCHI

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
CC
Copperleaf Capital Raleigh, North Carolina $209M AUM 31.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return

Capital Advisors Inc's SCHI Position: Q2 2022 in Review

Capital Advisors Inc sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2022, closing a stake of 9,582 shares — an estimated $229K sold.

Capital Advisors Inc first reported a position in SCHI in Q1 2022 and held it in 1 quarter. The position peaked at $229K in Q1 2022. 45 funds tracked by Wall St. Rank hold SCHI as of Q2 2022.

  • Capital Advisors Inc reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Capital Advisors Inc sold 9,582 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2022, an estimated $229K.
  • Capital Advisors Inc first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2022 and held it in 1 quarter.
  • Capital Advisors Inc's Schwab 5-10 Year Corporate Bond ETF position peaked at $229K in Q1 2022.
  • 45 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2022.

Based on Capital Advisors Inc's 13F filing for Q2 2022, filed 15 Jul 2022.