Integrated Advisors Network’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Integrated Advisors Network’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 Q3	–	Sell	-8,994	Closed	-$200K	–	687
2022 Q2	$200K	Sell	8,994 -978	-10%	-$22.2K	0.01%	623
2022 Q1	$239K	Sell	9,972 -4,276	-30%	-$106K	0.01%	595
2021 Q4	$368K	Sell	14,248 -3,236	-19%	-$83.8K	0.02%	479
2021 Q3	$456K	Buy	17,484 +3,034	+21%	+$80.1K	0.03%	421
2021 Q2	$380K	Buy	14,450 +324	+2%	+$8.42K	0.03%	414
2021 Q1	$363K	Buy	+14,126	New	+$371K	0.03%	386

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

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

WFA

WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

AWM

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

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Copperleaf Capital Raleigh, North Carolina $209M AUM 31.88% 1-Year Est. Return

Integrated Advisors Network's SCHI Position: Q3 2022 in Review

Integrated Advisors Network sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2022, closing a stake of 8,994 shares — an estimated $200K sold.

Integrated Advisors Network first reported a position in SCHI in Q1 2021 and held it in 6 quarters. The position peaked at $456K in Q3 2021. 57 funds tracked by Wall St. Rank hold SCHI as of Q3 2022.

Integrated Advisors Network reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Integrated Advisors Network sold 8,994 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2022, an estimated $200K.
Integrated Advisors Network first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and held it in 6 quarters.
Integrated Advisors Network's Schwab 5-10 Year Corporate Bond ETF position peaked at $456K in Q3 2021.
57 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2022.

Based on Integrated Advisors Network's 13F filing for Q3 2022, filed 8 Nov 2022.