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

Claro Advisors’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	-11,588	Closed	-$245K	–	413
2023 Q3	$245K	Sell	11,588 -3,890	-25%	-$84.1K	0.06%	303
2023 Q2	$341K	Buy	+15,478	New	+$343K	0.08%	245

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Claro Advisors's SCHI Position: Q4 2023 in Review

Claro Advisors sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2023, closing a stake of 11,588 shares — an estimated $245K sold.

Claro Advisors first reported a position in SCHI in Q2 2023 and held it in 2 quarters. The position peaked at $341K in Q2 2023. 167 funds tracked by Wall St. Rank hold SCHI as of Q4 2023.

Claro Advisors reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Claro Advisors sold 11,588 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2023, an estimated $245K.
Claro Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2023 and held it in 2 quarters.
Claro Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $341K in Q2 2023.
167 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2023.

Based on Claro Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.