Copperleaf Capital’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Copperleaf Capital’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
2022 Q4	–	Sell	-31,346	Closed	-$659K	–	76
2022 Q3	$659K	Sell	31,346 -75,586	-71%	-$1.69M	0.71%	39
2022 Q2	$2.38M	Sell	106,932 -12,814	-11%	-$291K	2.41%	14
2022 Q1	$2.87M	Sell	119,746 -3,290	-3%	-$81.3K	2.54%	12
2021 Q4	$3.18M	Buy	123,036 +24,826	+25%	+$643K	2.75%	11
2021 Q3	$2.56M	Sell	98,210 -14,816	-13%	-$391K	2.47%	13
2021 Q2	$2.97M	Buy	113,026 +322	+0.3%	+$8.37K	2.91%	10
2021 Q1	$2.89M	Buy	+112,704	New	+$2.96M	3.09%	9

Other funds holding SCHI

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CWM

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

WFA

WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

DecisionPoint Financial Mesa, Arizona $540M AUM 17.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return

CNBTD

Citizens National Bank Trust Department Meridian, Mississippi $680M AUM 46.36% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Copperleaf Capital's SCHI Position: Q4 2022 in Review

Copperleaf Capital sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2022, closing a stake of 31,346 shares — an estimated $659K sold.

Copperleaf Capital first reported a position in SCHI in Q1 2021 and held it in 7 quarters. The position peaked at $3.18M in Q4 2021. 54 funds tracked by Wall St. Rank hold SCHI as of Q4 2022.

Copperleaf Capital reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Copperleaf Capital sold 31,346 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2022, an estimated $659K.
Copperleaf Capital first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and held it in 7 quarters.
Copperleaf Capital's Schwab 5-10 Year Corporate Bond ETF position peaked at $3.18M in Q4 2021.
54 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2022.

Based on Copperleaf Capital's 13F filing for Q4 2022, filed 10 Feb 2023.