Oliver Lagore Vanvalin Investment Group’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	-122	Closed	-$2.76K	–	810
2023 Q4	$2.76K	Sell	122 -628	-84%	-$13.4K	﹤0.01%	596
2023 Q3	$15.8K	Buy	+750	New	+$16.2K	0.01%	371
2022 Q4	–	Sell	-680	Closed	-$14K	–	754
2022 Q3	$14K	Buy	+680	New	+$15.2K	0.01%	293

Other funds holding SCHI

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's SCHI Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q1 2024, closing a stake of 122 shares — an estimated $2.76K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in SCHI in Q3 2022 and held it in 3 quarters. The position peaked at $15.8K in Q3 2023. 184 funds tracked by Wall St. Rank hold SCHI as of Q1 2024.

Oliver Lagore Vanvalin Investment Group reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 122 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2024, an estimated $2.76K.
Oliver Lagore Vanvalin Investment Group first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2022 and held it in 3 quarters.
Oliver Lagore Vanvalin Investment Group's Schwab 5-10 Year Corporate Bond ETF position peaked at $15.8K in Q3 2023.
184 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.