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

Gallagher Fiduciary 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
2024
Q3 		– Sell
-9,996
Closed -$220K – 297
2024
Q2 		$220K Sell
9,996
-326
-3% -$7.15K 0.05% 215
2024
Q1 		$230K Buy
+10,322
New +$229K 0.01% 171

Other funds holding SCHI

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 22.9% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Gallagher Fiduciary Advisors's SCHI Position: Q3 2024 in Review

Gallagher Fiduciary Advisors sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2024, closing a stake of 9,996 shares — an estimated $220K sold.

Gallagher Fiduciary Advisors first reported a position in SCHI in Q1 2024 and held it in 2 quarters. The position peaked at $230K in Q1 2024. 190 funds tracked by Wall St. Rank hold SCHI as of Q3 2024.

  • Gallagher Fiduciary Advisors reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 9,996 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2024, an estimated $220K.
  • Gallagher Fiduciary Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2024 and held it in 2 quarters.
  • Gallagher Fiduciary Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $230K in Q1 2024.
  • 190 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2024.

Based on Gallagher Fiduciary Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.