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My Legacy Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

My Legacy Advisors’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
Q2 		– Sell
-14,488
Closed -$322K – 216
2024
Q1 		$322K Sell
14,488
-27,556
-66% -$612K 0.11% 185
2023
Q4 		$942K Buy
42,044
+3,330
+9% +$71.3K 0.34% 88
2023
Q3 		$793K Buy
+38,714
New +$837K 0.32% 94

Other funds holding SCHI

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 22.96% 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 $672B AUM 33.48% 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
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

My Legacy Advisors's SCHI Position: Q2 2024 in Review

My Legacy Advisors sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2024, closing a stake of 14,488 shares — an estimated $322K sold.

My Legacy Advisors first reported a position in SCHI in Q3 2023 and held it in 3 quarters. The position peaked at $942K in Q4 2023. 187 funds tracked by Wall St. Rank hold SCHI as of Q2 2024.

  • My Legacy Advisors reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • My Legacy Advisors sold 14,488 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2024, an estimated $322K.
  • My Legacy Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and held it in 3 quarters.
  • My Legacy Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $942K in Q4 2023.
  • 187 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2024.

Based on My Legacy Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.