Cary Street Partners Investment Advisory’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-310	Closed	-$6.54K	–	1602
2023 Q3	$6.54K	Buy	+310	New	+$6.71K	﹤0.01%	1415

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 $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

CWM

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

OAJ

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

WFA

WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Cary Street Partners Investment Advisory's SCHI Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2023, closing a stake of 310 shares — an estimated $6.54K sold.

Cary Street Partners Investment Advisory first reported a position in SCHI in Q3 2023 and held it in 1 quarter. The position peaked at $6.54K in Q3 2023. 167 funds tracked by Wall St. Rank hold SCHI as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 310 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2023, an estimated $6.54K.
Cary Street Partners Investment Advisory first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
Cary Street Partners Investment Advisory's Schwab 5-10 Year Corporate Bond ETF position peaked at $6.54K in Q3 2023.
167 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.