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

Cooper Financial Group’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
Q4 		– Sell
-8,150
Closed -$213K – 269
2021
Q3 		$213K Sell
8,150
-1,928
-19% -$50.9K 0.04% 236
2021
Q2 		$265K Sell
10,078
-380,196
-97% -$9.88M 0.05% 204
2021
Q1 		$10M Buy
+390,274
New +$10.2M 2.26% 11

Other funds holding SCHI

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
CC
Copperleaf Capital Raleigh, North Carolina $209M AUM 31.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VST
Van Strum & Towne San Francisco, California $367M AUM 19.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MHB
Midwest Heritage Bank West Des Moines, Iowa $353M AUM 17.98% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return

Cooper Financial Group's SCHI Position: Q4 2021 in Review

Cooper Financial Group sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2021, closing a stake of 8,150 shares — an estimated $213K sold.

Cooper Financial Group first reported a position in SCHI in Q1 2021 and held it in 3 quarters. The position peaked at $10M in Q1 2021. 46 funds tracked by Wall St. Rank hold SCHI as of Q4 2021.

  • Cooper Financial Group reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Cooper Financial Group sold 8,150 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2021, an estimated $213K.
  • Cooper Financial Group first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and held it in 3 quarters.
  • Cooper Financial Group's Schwab 5-10 Year Corporate Bond ETF position peaked at $10M in Q1 2021.
  • 46 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2021.

Based on Cooper Financial Group's 13F filing for Q4 2021, filed 11 Feb 2022.