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Global Wealth Strategies & Associates’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Global Wealth Strategies & Associates’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
-46
Closed -$1.03K – 346
2023
Q1 		$1.03K Buy
+46
New +$1.01K ﹤0.01% 292

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 $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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

Global Wealth Strategies & Associates's SCHI Position: Q2 2023 in Review

Global Wealth Strategies & Associates sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2023, closing a stake of 46 shares — an estimated $1.03K sold.

Global Wealth Strategies & Associates first reported a position in SCHI in Q1 2023 and held it in 1 quarter. The position peaked at $1.03K in Q1 2023. 98 funds tracked by Wall St. Rank hold SCHI as of Q2 2023.

  • Global Wealth Strategies & Associates reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 46 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2023, an estimated $1.03K.
  • Global Wealth Strategies & Associates first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2023 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Schwab 5-10 Year Corporate Bond ETF position peaked at $1.03K in Q1 2023.
  • 98 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2023, filed 5 Jul 2023.