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Park Avenue Securities’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Park Avenue Securities’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
Q4 		– Sell
-26,770
Closed -$565K – 1366
2023
Q3 		$565K Buy
+26,770
New +$579K 0.01% 792

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 $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Park Avenue Securities's SCHI Position: Q4 2023 in Review

Park Avenue Securities sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2023, closing a stake of 26,770 shares — an estimated $565K sold.

Park Avenue Securities first reported a position in SCHI in Q3 2023 and held it in 1 quarter. The position peaked at $565K in Q3 2023. 167 funds tracked by Wall St. Rank hold SCHI as of Q4 2023.

  • Park Avenue Securities reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Park Avenue Securities sold 26,770 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2023, an estimated $565K.
  • Park Avenue Securities first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Park Avenue Securities's Schwab 5-10 Year Corporate Bond ETF position peaked at $565K in Q3 2023.
  • 167 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2023.

Based on Park Avenue Securities's 13F filing for Q4 2023, filed 10 Jan 2024.