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

First Pacific Financial’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
Q2 		– Sell
-572
Closed -$12.7K – 463
2024
Q1 		$12.7K Buy
+572
New +$12.7K ﹤0.01% 250

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RJA
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Royal Bank of Canada
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Bank of America
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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

First Pacific Financial's SCHI Position: Q2 2024 in Review

First Pacific Financial sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2024, closing a stake of 572 shares — an estimated $12.7K sold.

First Pacific Financial first reported a position in SCHI in Q1 2024 and held it in 1 quarter. The position peaked at $12.7K in Q1 2024. 187 funds tracked by Wall St. Rank hold SCHI as of Q2 2024.

  • First Pacific Financial reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • First Pacific Financial sold 572 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2024, an estimated $12.7K.
  • First Pacific Financial first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • First Pacific Financial's Schwab 5-10 Year Corporate Bond ETF position peaked at $12.7K in Q1 2024.
  • 187 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2024.

Based on First Pacific Financial's 13F filing for Q2 2024, filed 19 Jul 2024.