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Cascadia Advisory Services’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Cascadia Advisory Services’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
2021
Q2 		– Sell
-26,644
Closed -$684K – 254
2021
Q1 		$684K Buy
+26,644
New +$700K 0.15% 143

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CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CC
Copperleaf Capital Raleigh, North Carolina $209M AUM 31.88% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cascadia Advisory Services's SCHI Position: Q2 2021 in Review

Cascadia Advisory Services sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2021, closing a stake of 26,644 shares — an estimated $684K sold.

Cascadia Advisory Services first reported a position in SCHI in Q1 2021 and held it in 1 quarter. The position peaked at $684K in Q1 2021. 42 funds tracked by Wall St. Rank hold SCHI as of Q2 2021.

  • Cascadia Advisory Services reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Cascadia Advisory Services sold 26,644 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2021, an estimated $684K.
  • Cascadia Advisory Services first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and held it in 1 quarter.
  • Cascadia Advisory Services's Schwab 5-10 Year Corporate Bond ETF position peaked at $684K in Q1 2021.
  • 42 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2021.

Based on Cascadia Advisory Services's 13F filing for Q2 2021, filed 11 Aug 2021.