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Macroview Investment Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Macroview Investment Management’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
2023
Q4 		– Sell
-54
Closed -$1.14K – 810
2023
Q3 		$1.14K Buy
+54
New +$1.17K ﹤0.01% 645

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Macroview Investment Management's SCHI Position: Q4 2023 in Review

Macroview Investment Management sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2023, closing a stake of 54 shares — an estimated $1.14K sold.

Macroview Investment Management first reported a position in SCHI in Q3 2023 and held it in 1 quarter. The position peaked at $1.14K in Q3 2023. 167 funds tracked by Wall St. Rank hold SCHI as of Q4 2023.

  • Macroview Investment Management reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Macroview Investment Management sold 54 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2023, an estimated $1.14K.
  • Macroview Investment Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Macroview Investment Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $1.14K in Q3 2023.
  • 167 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2023.

Based on Macroview Investment Management's 13F filing for Q4 2023, filed 30 Jan 2024.