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New England Capital Financial Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

New England Capital Financial 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
2023
Q2 		– Sell
-182
Closed -$4.06K – 432
2023
Q1 		$4.06K Hold
182
– – ﹤0.01% 309
2022
Q4 		$4.07K Buy
+182
New +$3.89K ﹤0.01% 308

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 $654B AUM 26.35% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DF
DecisionPoint Financial Mesa, Arizona $464M AUM 14.01% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

New England Capital Financial Advisors's SCHI Position: Q2 2023 in Review

New England Capital Financial Advisors sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2023, closing a stake of 182 shares — an estimated $4.06K sold.

New England Capital Financial Advisors first reported a position in SCHI in Q4 2022 and held it in 2 quarters. The position peaked at $4.07K in Q4 2022. 98 funds tracked by Wall St. Rank hold SCHI as of Q2 2023.

  • New England Capital Financial Advisors reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 182 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2023, an estimated $4.06K.
  • New England Capital Financial Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
  • New England Capital Financial Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $4.07K in Q4 2022.
  • 98 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2023.

Based on New England Capital Financial Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.