Horst & Graben Wealth Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Horst & Graben Wealth Management’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	–	Sell	-101,882	Closed	-$2.27M	–	155
2024 Q1	$2.27M	Sell	101,882 -176,452	-63%	-$3.92M	0.46%	33
2023 Q4	$6.25M	Buy	278,334 +30,764	+12%	+$659K	1.37%	17
2023 Q3	$5.22M	Buy	+247,570	New	+$5.35M	1.29%	18
2022 Q4	–	Sell	-37,932	Closed	-$797K	–	132
2022 Q3	$797K	Buy	+37,932	New	+$846K	0.23%	53
2021 Q3	–	Sell	-12,912	Closed	-$339K	–	140
2021 Q2	$339K	Sell	12,912 -246,340	-95%	-$6.4M	0.09%	101
2021 Q1	$6.66M	Buy	+259,252	New	+$6.81M	2.1%	15

Other funds holding SCHI

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 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Horst & Graben Wealth Management's SCHI Position: Q2 2024 in Review

Horst & Graben Wealth Management sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2024, closing a stake of 101,882 shares — an estimated $2.27M sold.

Horst & Graben Wealth Management first reported a position in SCHI in Q1 2021 and held it in 6 quarters. The position peaked at $6.66M in Q1 2021. 187 funds tracked by Wall St. Rank hold SCHI as of Q2 2024.

Horst & Graben Wealth Management reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Horst & Graben Wealth Management sold 101,882 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2024, an estimated $2.27M.
Horst & Graben Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and held it in 6 quarters.
Horst & Graben Wealth Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $6.66M in Q1 2021.
187 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2024.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2024, filed 23 Jul 2024.