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

LexAurum Advisors’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
-12,064
Closed -$271K – 318
2023
Q4 		$271K Buy
12,064
+650
+6% +$13.9K 0.07% 240
2023
Q3 		$241K Buy
+11,414
New +$247K 0.07% 241

Other funds holding SCHI

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Royal Bank of Canada
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
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

LexAurum Advisors's SCHI Position: Q1 2024 in Review

LexAurum Advisors sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q1 2024, closing a stake of 12,064 shares — an estimated $271K sold.

LexAurum Advisors first reported a position in SCHI in Q3 2023 and held it in 2 quarters. The position peaked at $271K in Q4 2023. 184 funds tracked by Wall St. Rank hold SCHI as of Q1 2024.

  • LexAurum Advisors reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • LexAurum Advisors sold 12,064 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2024, an estimated $271K.
  • LexAurum Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and held it in 2 quarters.
  • LexAurum Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $271K in Q4 2023.
  • 184 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2024.

Based on LexAurum Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.