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Moisand Fitzgerald Tamayo’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Moisand Fitzgerald Tamayo’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
-42
Closed -$944 – 645
2023
Q4 		$944 Buy
+42
New +$899 ﹤0.01% 591

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 22.9% 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

Moisand Fitzgerald Tamayo's SCHI Position: Q1 2024 in Review

Moisand Fitzgerald Tamayo sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q1 2024, closing a stake of 42 shares — an estimated $944 sold.

Moisand Fitzgerald Tamayo first reported a position in SCHI in Q4 2023 and held it in 1 quarter. The position peaked at $944 in Q4 2023. 184 funds tracked by Wall St. Rank hold SCHI as of Q1 2024.

  • Moisand Fitzgerald Tamayo reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 42 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2024, an estimated $944.
  • Moisand Fitzgerald Tamayo first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's Schwab 5-10 Year Corporate Bond ETF position peaked at $944 in Q4 2023.
  • 184 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2024, filed 16 Apr 2024.