One Wealth Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

One Wealth 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	-40,330	Closed	-$897K	–	259
2024 Q1	$897K	Sell	40,330 -100,680	-71%	-$2.24M	0.16%	81
2023 Q4	$3.17M	Buy	141,010 +8,672	+7%	+$186K	0.61%	37
2023 Q3	$2.79M	Buy	+132,338	New	+$2.86M	0.62%	36
2022 Q4	–	Sell	-21,336	Closed	-$448K	–	634
2022 Q3	$448K	Buy	+21,336	New	+$476K	0.15%	84
2021 Q2	–	Sell	-83,586	Closed	-$2.15M	–	185
2021 Q1	$2.15M	Buy	+83,586	New	+$2.19M	0.82%	19

Other funds holding SCHI

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

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

One Wealth Advisors's SCHI Position: Q2 2024 in Review

One Wealth Advisors sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2024, closing a stake of 40,330 shares — an estimated $897K sold.

One Wealth Advisors first reported a position in SCHI in Q1 2021 and held it in 5 quarters. The position peaked at $3.17M in Q4 2023. 187 funds tracked by Wall St. Rank hold SCHI as of Q2 2024.

One Wealth Advisors reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
One Wealth Advisors sold 40,330 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2024, an estimated $897K.
One Wealth Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and held it in 5 quarters.
One Wealth Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $3.17M in Q4 2023.
187 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2024.

Based on One Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.