Integrated Wealth Concepts’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Integrated Wealth Concepts’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	-23,220	Closed	-$522K	–	1703
2023 Q4	$522K	Buy	23,220 +10,154	+78%	+$217K	0.01%	984
2023 Q3	$276K	Buy	+13,066	New	+$283K	﹤0.01%	1269
2021 Q2	–	Sell	-8,610	Closed	-$221K	–	832
2021 Q1	$221K	Buy	+8,610	New	+$226K	0.01%	668

Other funds holding SCHI

CSIA

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

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 22.9% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

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 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

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

Integrated Wealth Concepts's SCHI Position: Q1 2024 in Review

Integrated Wealth Concepts sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q1 2024, closing a stake of 23,220 shares — an estimated $522K sold.

Integrated Wealth Concepts first reported a position in SCHI in Q1 2021 and held it in 3 quarters. The position peaked at $522K in Q4 2023. 184 funds tracked by Wall St. Rank hold SCHI as of Q1 2024.

Integrated Wealth Concepts reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Integrated Wealth Concepts sold 23,220 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2024, an estimated $522K.
Integrated Wealth Concepts first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and held it in 3 quarters.
Integrated Wealth Concepts's Schwab 5-10 Year Corporate Bond ETF position peaked at $522K in Q4 2023.
184 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2024.

Based on Integrated Wealth Concepts's 13F filing for Q1 2024, filed 15 May 2024.