LTI
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Laffer Tengler Investments’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Laffer Tengler Investments’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
Q2 		– Sell
-5,156
Closed -$115K – 438
2024
Q1 		$115K Buy
+5,156
New +$114K 0.03% 183

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RJA
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Laffer Tengler Investments's SCHI Position: Q2 2024 in Review

Laffer Tengler Investments sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2024, closing a stake of 5,156 shares — an estimated $115K sold.

Laffer Tengler Investments first reported a position in SCHI in Q1 2024 and held it in 1 quarter. The position peaked at $115K in Q1 2024. 187 funds tracked by Wall St. Rank hold SCHI as of Q2 2024.

  • Laffer Tengler Investments reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 5,156 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2024, an estimated $115K.
  • Laffer Tengler Investments first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Laffer Tengler Investments's Schwab 5-10 Year Corporate Bond ETF position peaked at $115K in Q1 2024.
  • 187 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2024.

Based on Laffer Tengler Investments's 13F filing for Q2 2024, filed 14 Aug 2024.