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Gradient Investments’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Gradient Investments’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
-222
Closed -$4.89K – 1080
2024
Q2 		$4.89K Buy
+222
New +$4.87K ﹤0.01% 866
2023
Q3 		– Sell
-674
Closed -$14.8K – 1900
2023
Q2 		$14.8K Buy
+674
New +$14.9K ﹤0.01% 741

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

Gradient Investments's SCHI Position: Q3 2024 in Review

Gradient Investments sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2024, closing a stake of 222 shares — an estimated $4.89K sold.

Gradient Investments first reported a position in SCHI in Q2 2023 and held it in 2 quarters. The position peaked at $14.8K in Q2 2023. 190 funds tracked by Wall St. Rank hold SCHI as of Q3 2024.

  • Gradient Investments reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 222 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2024, an estimated $4.89K.
  • Gradient Investments first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2023 and held it in 2 quarters.
  • Gradient Investments's Schwab 5-10 Year Corporate Bond ETF position peaked at $14.8K in Q2 2023.
  • 190 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.