FWM
SCHI icon

FSA Wealth Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

FSA Wealth Management’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
Q1 		$43.5K Buy
+1,954
New +$43.4K 0.02% 163

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 $751B AUM 38.74% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

FSA Wealth Management's SCHI Position: Q1 2024 in Review

FSA Wealth Management opened a new position in Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q1 2024: 1,954 shares worth $43.5K. The stake represents 0.02% of the portfolio and ranks #163 among its holdings.

184 funds tracked by Wall St. Rank hold SCHI as of Q1 2024.

  • FSA Wealth Management held 1,954 shares of Schwab 5-10 Year Corporate Bond ETF worth $43.5K as of Q1 2024.
  • Schwab 5-10 Year Corporate Bond ETF was a new FSA Wealth Management position in Q1 2024.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.02% of FSA Wealth Management's portfolio in Q1 2024, its #163 holding.
  • 184 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2024.

Based on FSA Wealth Management's 13F filing for Q1 2024, filed 16 May 2024.