Concourse Financial Group Securities’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Concourse Financial Group Securities’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 Q4	–	Sell	-94	Closed	-$2.11K	–	2330
2024 Q3	$2.17K	Buy	94 +54	+135%	+$1.22K	﹤0.01%	1983
2024 Q2	$882	Sell	40 -326	-89%	-$7.15K	﹤0.01%	2140
2024 Q1	$8.14K	Buy	366 +40	+12%	+$888	﹤0.01%	1770
2023 Q4	$7.33K	Sell	326 -41,472	-99%	-$888K	﹤0.01%	1761
2023 Q3	$882K	Buy	41,798 +9,412	+29%	+$204K	0.07%	283
2023 Q2	$713K	Buy	+32,386	New	+$717K	0.05%	356

Other funds holding SCHI

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 22.94% 1-Year Est. Return

CWM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BFG

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

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

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Concourse Financial Group Securities's SCHI Position: Q4 2024 in Review

Concourse Financial Group Securities sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2024, closing a stake of 94 shares — an estimated $2.11K sold.

Concourse Financial Group Securities first reported a position in SCHI in Q2 2023 and held it in 6 quarters. The position peaked at $882K in Q3 2023. 208 funds tracked by Wall St. Rank hold SCHI as of Q4 2024.

Concourse Financial Group Securities reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Concourse Financial Group Securities sold 94 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2024, an estimated $2.11K.
Concourse Financial Group Securities first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2023 and held it in 6 quarters.
Concourse Financial Group Securities's Schwab 5-10 Year Corporate Bond ETF position peaked at $882K in Q3 2023.
208 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2024.

Based on Concourse Financial Group Securities's 13F filing for Q4 2024, filed 13 Feb 2025.