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

FLC Capital Advisors’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 Q1	–	Sell	-29,504	Closed	-$762K	–	176
2021 Q4	$762K	Sell	29,504 -46,792	-61%	-$1.21M	0.21%	92
2021 Q3	$1.99M	Sell	76,296 -15,476	-17%	-$408K	0.59%	44
2021 Q2	$2.41M	Sell	91,772 -33,568	-27%	-$872K	0.71%	42
2021 Q1	$3.22M	Buy	+125,340	New	+$3.29M	1.01%	24

Other funds holding SCHI

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WestHill Financial Advisors San Rafael, California $523M AUM 15.95% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Copperleaf Capital Raleigh, North Carolina $209M AUM 31.88% 1-Year Est. Return

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

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return

MilWealth Group Milwaukee, Wisconsin $420M AUM 12.37% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return