FAM
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Family Asset Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Family Asset Management’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
Q3 		$17.1K Hold
740
– – 0.01% 167
2024
Q2 		$16.3K Sell
740
-172
-19% -$3.77K 0.01% 172
2024
Q1 		$20.3K Sell
912
-4
-0.4% -$89 0.01% 150
2023
Q4 		$20.6K Sell
916
-6,272
-87% -$134K 0.01% 148
2023
Q3 		$152K Buy
7,188
+856
+14% +$18.5K 0.11% 104
2023
Q2 		$139K Buy
+6,332
New +$140K 0.09% 114

Other funds holding SCHI

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Family Asset Management's SCHI Position: Q3 2024 in Review

Family Asset Management held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q3 2024 at 740 shares worth $17.1K. The position accounts for 0.01% of the portfolio, ranked #167.

Family Asset Management first reported a position in SCHI in Q2 2023 and has held it in 6 quarters since. The position peaked at $152K in Q3 2023. 190 funds tracked by Wall St. Rank hold SCHI as of Q3 2024.

  • Family Asset Management held 740 shares of Schwab 5-10 Year Corporate Bond ETF worth $17.1K as of Q3 2024.
  • Family Asset Management left its Schwab 5-10 Year Corporate Bond ETF share count unchanged in Q3 2024.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.01% of Family Asset Management's portfolio in Q3 2024, its #167 holding.
  • Family Asset Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2023 and has held it in 6 quarters since.
  • Family Asset Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $152K in Q3 2023.
  • 190 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.