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Impact Partnership Wealth’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Impact Partnership Wealth’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
Q1 		– Sell
-110
Closed -$2.47K – 843
2023
Q4 		$2.47K Sell
110
-246
-69% -$5.27K ﹤0.01% 668
2023
Q3 		$7.51K Buy
+356
New +$7.7K ﹤0.01% 635

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 $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 22.9% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

Impact Partnership Wealth's SCHI Position: Q1 2024 in Review

Impact Partnership Wealth sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q1 2024, closing a stake of 110 shares — an estimated $2.47K sold.

Impact Partnership Wealth first reported a position in SCHI in Q3 2023 and held it in 2 quarters. The position peaked at $7.51K in Q3 2023. 184 funds tracked by Wall St. Rank hold SCHI as of Q1 2024.

  • Impact Partnership Wealth reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 110 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2024, an estimated $2.47K.
  • Impact Partnership Wealth first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's Schwab 5-10 Year Corporate Bond ETF position peaked at $7.51K in Q3 2023.
  • 184 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.