InterOcean Capital’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

InterOcean Capital’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
2020 Q2	$262K	Buy	+10,000	New	+$253K	0.02%	159

Other funds holding SCHI

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

CST

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SFSIG

San Francisco Sentry Investment Group San Francisco, California $192M AUM 276.26% 1-Year Est. Return

InterOcean Capital's SCHI Position: Q2 2020 in Review

InterOcean Capital opened a new position in Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2020: 10,000 shares worth $262K. The stake represents 0.02% of the portfolio and ranks #159 among its holdings.

14 funds tracked by Wall St. Rank hold SCHI as of Q2 2020.

InterOcean Capital held 10,000 shares of Schwab 5-10 Year Corporate Bond ETF worth $262K as of Q2 2020.
Schwab 5-10 Year Corporate Bond ETF was a new InterOcean Capital position in Q2 2020.
Schwab 5-10 Year Corporate Bond ETF made up 0.02% of InterOcean Capital's portfolio in Q2 2020, its #159 holding.
14 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2020.

Based on InterOcean Capital's 13F filing for Q2 2020, filed 13 Aug 2020.