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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 – 222
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
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $523M AUM 15.95% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DF
DecisionPoint Financial Mesa, Arizona $464M AUM 14.01% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return