Patriot Financial Group Insurance Agency’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Patriot Financial Group Insurance Agency’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	-19,402	Closed	-$436K	–	507
2023 Q4	$436K	Buy	19,402 +8,882	+84%	+$190K	0.08%	264
2023 Q3	$222K	Buy	+10,520	New	+$228K	0.05%	395
2022 Q3	–	Sell	-974	Closed	-$22K	–	1664
2022 Q2	$22K	Hold	974	–	–	﹤0.01%	977
2022 Q1	$23K	Hold	974	–	–	﹤0.01%	1038
2021 Q4	$25K	Hold	974	–	–	﹤0.01%	1128
2021 Q3	$25K	Sell	974 -10,770	-92%	-$284K	﹤0.01%	1119
2021 Q2	$309K	Sell	11,744 -37,488	-76%	-$974K	0.06%	332
2021 Q1	$1.26M	Buy	+49,232	New	+$1.29M	0.29%	72

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 $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $51.6B AUM 27.34% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SCHI Position: Q1 2024 in Review

Patriot Financial Group Insurance Agency sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q1 2024, closing a stake of 19,402 shares — an estimated $436K sold.

Patriot Financial Group Insurance Agency first reported a position in SCHI in Q1 2021 and held it in 8 quarters. The position peaked at $1.26M in Q1 2021. 184 funds tracked by Wall St. Rank hold SCHI as of Q1 2024.

Patriot Financial Group Insurance Agency reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 19,402 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2024, an estimated $436K.
Patriot Financial Group Insurance Agency first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's Schwab 5-10 Year Corporate Bond ETF position peaked at $1.26M in Q1 2021.
184 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2024.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2024, filed 30 Apr 2024.