Heritage Wealth Management (Arizona)’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$70.3K	Buy	3,264 +1,632	+100%	+$34.9K	0.01%	462
2022 Q3	$34K	Sell	1,632 -1,138	-41%	-$25.4K	0.01%	454
2022 Q2	$61.7K	Sell	2,770 -176	-6%	-$4K	0.02%	385
2022 Q1	$70K	Buy	+2,946	New	+$72.8K	0.02%	418
2021 Q3	$124K	Sell	4,750 -4,614	-49%	-$122K	0.04%	303
2021 Q2	$246K	Buy	+9,364	New	+$243K	0.09%	193

Other funds holding SCHI

Charles Schwab San Francisco, California $751B AUM 38.74% 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

DecisionPoint Financial Mesa, Arizona $540M AUM 17.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return

CNBTD

Citizens National Bank Trust Department Meridian, Mississippi $680M AUM 46.36% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SCHI Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 100% in Q4 2022, buying an estimated $34.9K and bringing the position to 3,264 shares worth $70.3K. The position accounts for 0.01% of the portfolio, ranked #462.

Heritage Wealth Management (Arizona) first reported a position in SCHI in Q2 2021 and has held it in 6 quarters since. The position peaked at $246K in Q2 2021. 54 funds tracked by Wall St. Rank hold SCHI as of Q4 2022.

Heritage Wealth Management (Arizona) held 3,264 shares of Schwab 5-10 Year Corporate Bond ETF worth $70.3K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 1,632 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2022, an estimated $34.9K.
Schwab 5-10 Year Corporate Bond ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #462 holding.
Heritage Wealth Management (Arizona) first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2021 and has held it in 6 quarters since.
Heritage Wealth Management (Arizona)'s Schwab 5-10 Year Corporate Bond ETF position peaked at $246K in Q2 2021.
54 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.