Midwest Heritage Bank’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Midwest Heritage Bank’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	-10,352	Closed	-$223K	–	58
2022 Q4	$223K	Sell	10,352 -306	-3%	-$6.54K	0.22%	56
2022 Q3	$224K	Sell	10,658 -270	-2%	-$6.02K	0.23%	54
2022 Q2	$244K	Sell	10,928 -382	-3%	-$8.69K	0.22%	57
2022 Q1	$271K	Sell	11,310 -21,628	-66%	-$534K	0.21%	51
2021 Q4	$851K	Buy	+32,938	New	+$853K	0.83%	26

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

Midwest Heritage Bank's SCHI Position: Q1 2023 in Review

Midwest Heritage Bank sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q1 2023, closing a stake of 10,352 shares — an estimated $223K sold.

Midwest Heritage Bank first reported a position in SCHI in Q4 2021 and held it in 5 quarters. The position peaked at $851K in Q4 2021. 52 funds tracked by Wall St. Rank hold SCHI as of Q1 2023.

Midwest Heritage Bank reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Midwest Heritage Bank sold 10,352 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2023, an estimated $223K.
Midwest Heritage Bank first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
Midwest Heritage Bank's Schwab 5-10 Year Corporate Bond ETF position peaked at $851K in Q4 2021.
52 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2023.

Based on Midwest Heritage Bank's 13F filing for Q1 2023, filed 20 Apr 2023.