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Gratus Capital’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Gratus Capital’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
Q2 		$971K Buy
44,058
+2,336
+6% +$51.2K 0.04% 186
2024
Q1 		$928K Sell
41,722
-2,828
-6% -$62.8K 0.04% 174
2023
Q4 		$1M Buy
+44,550
New +$954K 0.06% 146

Other funds holding SCHI

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
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
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
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Gratus Capital's SCHI Position: Q2 2024 in Review

Gratus Capital increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 5.6% in Q2 2024, buying an estimated $51.2K and bringing the position to 44,058 shares worth $971K. The position accounts for 0.04% of the portfolio, ranked #186.

Gratus Capital first reported a position in SCHI in Q4 2023 and has held it in 3 quarters since. The position peaked at $1M in Q4 2023. 187 funds tracked by Wall St. Rank hold SCHI as of Q2 2024.

  • Gratus Capital held 44,058 shares of Schwab 5-10 Year Corporate Bond ETF worth $971K as of Q2 2024.
  • Gratus Capital bought 2,336 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2024, an estimated $51.2K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.04% of Gratus Capital's portfolio in Q2 2024, its #186 holding.
  • Gratus Capital first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2023 and has held it in 3 quarters since.
  • Gratus Capital's Schwab 5-10 Year Corporate Bond ETF position peaked at $1M in Q4 2023.
  • 187 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.