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Cassady Schiller Wealth Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Cassady Schiller 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
Q2 		– Sell
-1,112
Closed -$24.7K – 493
2024
Q1 		$24.7K Buy
+1,112
New +$24.7K 0.01% 271

Other funds holding SCHI

Charles Schwab
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
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

Cassady Schiller Wealth Management's SCHI Position: Q2 2024 in Review

Cassady Schiller Wealth Management sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2024, closing a stake of 1,112 shares — an estimated $24.7K sold.

Cassady Schiller Wealth Management first reported a position in SCHI in Q1 2024 and held it in 1 quarter. The position peaked at $24.7K in Q1 2024. 187 funds tracked by Wall St. Rank hold SCHI as of Q2 2024.

  • Cassady Schiller Wealth Management reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 1,112 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2024, an estimated $24.7K.
  • Cassady Schiller Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Cassady Schiller Wealth Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $24.7K in Q1 2024.
  • 187 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.