Main Street Financial Solutions’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Main Street Financial Solutions’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 Q1	–	Sell	-16,222	Closed	-$350K	–	457
2022 Q4	$350K	Buy	+16,222	New	+$347K	0.06%	296
2022 Q3	–	Sell	-40,166	Closed	-$895K	–	467
2022 Q2	$895K	Buy	+40,166	New	+$913K	0.12%	166

Other funds holding SCHI

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

WFA

WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

CST

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

DecisionPoint Financial Mesa, Arizona $540M AUM 17.26% 1-Year Est. Return

CNBTD

Citizens National Bank Trust Department Meridian, Mississippi $680M AUM 46.36% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Main Street Financial Solutions's SCHI Position: Q1 2023 in Review

Main Street Financial Solutions sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q1 2023, closing a stake of 16,222 shares — an estimated $350K sold.

Main Street Financial Solutions first reported a position in SCHI in Q2 2022 and held it in 2 quarters. The position peaked at $895K in Q2 2022. 52 funds tracked by Wall St. Rank hold SCHI as of Q1 2023.

Main Street Financial Solutions reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Main Street Financial Solutions sold 16,222 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2023, an estimated $350K.
Main Street Financial Solutions first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2022 and held it in 2 quarters.
Main Street Financial Solutions's Schwab 5-10 Year Corporate Bond ETF position peaked at $895K in Q2 2022.
52 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2023.

Based on Main Street Financial Solutions's 13F filing for Q1 2023, filed 21 Apr 2023.