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Planned Solutions’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Planned Solutions’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
Q4 		– Sell
-468
Closed -$10.8K – 534
2024
Q3 		$10.8K Buy
+468
New +$10.6K ﹤0.01% 441

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CWM
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Raymond James Financial
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return

Planned Solutions's SCHI Position: Q4 2024 in Review

Planned Solutions sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2024, closing a stake of 468 shares — an estimated $10.8K sold.

Planned Solutions first reported a position in SCHI in Q3 2024 and held it in 1 quarter. The position peaked at $10.8K in Q3 2024. 208 funds tracked by Wall St. Rank hold SCHI as of Q4 2024.

  • Planned Solutions reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 468 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2024, an estimated $10.8K.
  • Planned Solutions first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Planned Solutions's Schwab 5-10 Year Corporate Bond ETF position peaked at $10.8K in Q3 2024.
  • 208 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.