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Marmo Financial Group’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Marmo Financial Group’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
Q3 		– Sell
-277,446
Closed -$6.12M – 30
2024
Q2 		$6.12M Sell
277,446
-3,046
-1% -$66.8K 3.7% 9
2024
Q1 		$6.24M Buy
+280,492
New +$6.23M 3.8% 8

Other funds holding SCHI

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
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
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 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

Marmo Financial Group's SCHI Position: Q3 2024 in Review

Marmo Financial Group sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2024, closing a stake of 277,446 shares — an estimated $6.12M sold.

Marmo Financial Group first reported a position in SCHI in Q1 2024 and held it in 2 quarters. The position peaked at $6.24M in Q1 2024. 190 funds tracked by Wall St. Rank hold SCHI as of Q3 2024.

  • Marmo Financial Group reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Marmo Financial Group sold 277,446 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2024, an estimated $6.12M.
  • Marmo Financial Group first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2024 and held it in 2 quarters.
  • Marmo Financial Group's Schwab 5-10 Year Corporate Bond ETF position peaked at $6.24M in Q1 2024.
  • 190 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2024.

Based on Marmo Financial Group's 13F filing for Q3 2024, filed 24 Oct 2024.