First Manhattan’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

First Manhattan’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
2023 Q2	–	Sell	-80	Closed	-$1.78K	–	1532
2023 Q1	$1.78K	Hold	80	–	–	﹤0.01%	1389
2022 Q4	$1.72K	Hold	80	–	–	﹤0.01%	1541
2022 Q3	$1K	Buy	+80	New	+$1.78K	﹤0.01%	1479

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

ASN

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

First Manhattan's SCHI Position: Q2 2023 in Review

First Manhattan sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2023, closing a stake of 80 shares — an estimated $1.78K sold.

First Manhattan first reported a position in SCHI in Q3 2022 and held it in 3 quarters. The position peaked at $1.78K in Q1 2023. 98 funds tracked by Wall St. Rank hold SCHI as of Q2 2023.

First Manhattan reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
First Manhattan sold 80 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2023, an estimated $1.78K.
First Manhattan first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2022 and held it in 3 quarters.
First Manhattan's Schwab 5-10 Year Corporate Bond ETF position peaked at $1.78K in Q1 2023.
98 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2023.

Based on First Manhattan's 13F filing for Q2 2023, filed 14 Aug 2023.