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OneDigital Investment Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

OneDigital Investment 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
Q3 		– Sell
-14,692
Closed -$324K – 1034
2023
Q2 		$324K Sell
14,692
-390
-3% -$8.64K 0.01% 797
2023
Q1 		$337K Buy
15,082
+64
+0.4% +$1.41K 0.01% 736
2022
Q4 		$324K Buy
+15,018
New +$321K 0.01% 649

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 $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B 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 $777B AUM 61.18% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

OneDigital Investment Advisors's SCHI Position: Q3 2023 in Review

OneDigital Investment Advisors sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2023, closing a stake of 14,692 shares — an estimated $324K sold.

OneDigital Investment Advisors first reported a position in SCHI in Q4 2022 and held it in 3 quarters. The position peaked at $337K in Q1 2023. 150 funds tracked by Wall St. Rank hold SCHI as of Q3 2023.

  • OneDigital Investment Advisors reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • OneDigital Investment Advisors sold 14,692 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2023, an estimated $324K.
  • OneDigital Investment Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2022 and held it in 3 quarters.
  • OneDigital Investment Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $337K in Q1 2023.
  • 150 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2023.

Based on OneDigital Investment Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.