NB
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Nicolet Bankshares’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Nicolet Bankshares’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
Q3 		– Sell
-11,220
Closed -$247K – 197
2023
Q2 		$247K Buy
+11,220
New +$249K 0.07% 180
2022
Q3 		– Sell
-12,040
Closed -$268K – 196
2022
Q2 		$268K Hold
12,040
– – 0.07% 165
2022
Q1 		$288K Buy
+12,040
New +$298K 0.06% 173

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $523M AUM 15.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return