Firethorn Wealth Partners’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Firethorn Wealth Partners’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 Q1	–	Sell	-14,670	Closed	-$330K	–	159
2023 Q4	$330K	Buy	14,670 +1,192	+9%	+$25.5K	0.22%	92
2023 Q3	$284K	Buy	+13,478	New	+$292K	0.22%	87
2021 Q2	–	Sell	-34,782	Closed	-$893K	–	138
2021 Q1	$893K	Buy	+34,782	New	+$913K	0.83%	29

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CWM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

Firethorn Wealth Partners's SCHI Position: Q1 2024 in Review

Firethorn Wealth Partners sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q1 2024, closing a stake of 14,670 shares — an estimated $330K sold.

Firethorn Wealth Partners first reported a position in SCHI in Q1 2021 and held it in 3 quarters. The position peaked at $893K in Q1 2021. 184 funds tracked by Wall St. Rank hold SCHI as of Q1 2024.

Firethorn Wealth Partners reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Firethorn Wealth Partners sold 14,670 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2024, an estimated $330K.
Firethorn Wealth Partners first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and held it in 3 quarters.
Firethorn Wealth Partners's Schwab 5-10 Year Corporate Bond ETF position peaked at $893K in Q1 2021.
184 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2024.

Based on Firethorn Wealth Partners's 13F filing for Q1 2024, filed 16 Apr 2024.