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Jaffetilchin Investment Partners’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Jaffetilchin Investment Partners’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
Q4 		– Sell
-854
Closed -$19.7K – 1124
2024
Q3 		$19.7K Buy
+854
New +$19.4K ﹤0.01% 772

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RIG
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWM
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Jaffetilchin Investment Partners's SCHI Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2024, closing a stake of 854 shares — an estimated $19.7K sold.

Jaffetilchin Investment Partners first reported a position in SCHI in Q3 2024 and held it in 1 quarter. The position peaked at $19.7K in Q3 2024. 208 funds tracked by Wall St. Rank hold SCHI as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 854 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2024, an estimated $19.7K.
  • Jaffetilchin Investment Partners first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Schwab 5-10 Year Corporate Bond ETF position peaked at $19.7K in Q3 2024.
  • 208 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.