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 $751B AUM 38.74% 1-Year Est. Return

WFA

WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

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

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

CST

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

MilWealth Group Milwaukee, Wisconsin $469M AUM 14.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

CSIA

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

FLC Capital Advisors's SCHI Position: Q1 2022 in Review

FLC Capital Advisors sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q1 2022, closing a stake of 29,504 shares — an estimated $762K sold.

FLC Capital Advisors first reported a position in SCHI in Q1 2021 and held it in 4 quarters. The position peaked at $3.22M in Q1 2021. 41 funds tracked by Wall St. Rank hold SCHI as of Q1 2022.

FLC Capital Advisors reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
FLC Capital Advisors sold 29,504 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2022, an estimated $762K.
FLC Capital Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and held it in 4 quarters.
FLC Capital Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $3.22M in Q1 2021.
41 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2022.

Based on FLC Capital Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.