Cetera Advisor Networks’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Cetera Advisor Networks’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	$3.58M	Buy	160,782 +3,738	+2%	+$83K	0.02%	764
2023 Q4	$3.53M	Buy	157,044 +6,192	+4%	+$133K	0.02%	731
2023 Q3	$3.18M	Buy	150,852 +9,962	+7%	+$215K	0.02%	712
2023 Q2	$3.1M	Buy	+140,890	New	+$3.12M	0.02%	696
2022 Q4	–	Sell	-9,882	Closed	-$208K	–	2590
2022 Q3	$208K	Buy	+9,882	New	+$220K	﹤0.01%	1835

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 22.96% 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

Cetera Advisor Networks's SCHI Position: Q1 2024 in Review

Cetera Advisor Networks increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 2.4% in Q1 2024, buying an estimated $83K and bringing the position to 160,782 shares worth $3.58M. The position accounts for 0.02% of the portfolio, ranked #764.

Cetera Advisor Networks first reported a position in SCHI in Q3 2022 and has held it in 5 quarters since. 184 funds tracked by Wall St. Rank hold SCHI as of Q1 2024.

Cetera Advisor Networks held 160,782 shares of Schwab 5-10 Year Corporate Bond ETF worth $3.58M as of Q1 2024.
Cetera Advisor Networks bought 3,738 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2024, an estimated $83K.
Schwab 5-10 Year Corporate Bond ETF made up 0.02% of Cetera Advisor Networks's portfolio in Q1 2024, its #764 holding.
Cetera Advisor Networks first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2022 and has held it in 5 quarters since.
184 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.