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

Fortis 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
2023 Q2	–	Sell	-152	Closed	-$3.39K	–	219
2023 Q1	$3.39K	Buy	152 +2	+1%	+$44	﹤0.01%	238
2022 Q4	$3.25K	Hold	150	–	–	﹤0.01%	231
2022 Q3	$3K	Buy	150 +2	+1%	+$45	﹤0.01%	225
2022 Q2	$3K	Buy	148 +2	+1%	+$45	﹤0.01%	256
2022 Q1	$4K	Hold	146	–	–	﹤0.01%	260
2021 Q4	$4K	Sell	146 -178	-55%	-$4.61K	﹤0.01%	239
2021 Q3	$8K	Buy	324 +2	+0.6%	+$53	﹤0.01%	229
2021 Q2	$8K	Sell	322 -1,132	-78%	-$29.4K	﹤0.01%	231
2021 Q1	$37K	Buy	+1,454	New	+$38.2K	0.03%	157

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 22.9% 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

Fortis Advisors's SCHI Position: Q2 2023 in Review

Fortis Advisors sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2023, closing a stake of 152 shares — an estimated $3.39K sold.

Fortis Advisors first reported a position in SCHI in Q1 2021 and held it in 9 quarters. The position peaked at $37K in Q1 2021. 98 funds tracked by Wall St. Rank hold SCHI as of Q2 2023.

Fortis Advisors reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 152 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2023, an estimated $3.39K.
Fortis Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and held it in 9 quarters.
Fortis Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $37K in Q1 2021.
98 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.