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Northwest Investment Counselors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Northwest Investment Counselors’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
Q3 		$13K Buy
+562
New +$12.7K ﹤0.01% 397

Other funds holding SCHI

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 22.94% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 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 $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 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

Northwest Investment Counselors's SCHI Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2024: 562 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #397 among its holdings.

190 funds tracked by Wall St. Rank hold SCHI as of Q3 2024.

  • Northwest Investment Counselors held 562 shares of Schwab 5-10 Year Corporate Bond ETF worth $13K as of Q3 2024.
  • Schwab 5-10 Year Corporate Bond ETF was a new Northwest Investment Counselors position in Q3 2024.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #397 holding.
  • 190 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.