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Gen-Wealth Partners’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Gen-Wealth Partners’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
-6
Closed -$132 – 710
2024
Q2 		$132 Sell
6
-13,972
-100% -$306K ﹤0.01% 639
2024
Q1 		$311K Buy
+13,978
New +$310K 0.15% 150

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 22.96% 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

Gen-Wealth Partners's SCHI Position: Q3 2024 in Review

Gen-Wealth Partners sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2024, closing a stake of 6 shares — an estimated $132 sold.

Gen-Wealth Partners first reported a position in SCHI in Q1 2024 and held it in 2 quarters. The position peaked at $311K in Q1 2024. 190 funds tracked by Wall St. Rank hold SCHI as of Q3 2024.

  • Gen-Wealth Partners reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 6 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2024, an estimated $132.
  • Gen-Wealth Partners first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2024 and held it in 2 quarters.
  • Gen-Wealth Partners's Schwab 5-10 Year Corporate Bond ETF position peaked at $311K in Q1 2024.
  • 190 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2024.

Based on Gen-Wealth Partners's 13F filing for Q3 2024, filed 13 Nov 2024.