PMFA
SCHI icon

Plante Moran Financial Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Plante Moran Financial 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
-3,214
Closed -$70.5K – 866
2024
Q1 		$71.5K Buy
3,214
+1,674
+109% +$37.2K 0.01% 290
2023
Q4 		$34.6K Buy
+1,540
New +$33K ﹤0.01% 372

Other funds holding SCHI

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Plante Moran Financial Advisors's SCHI Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2024, closing a stake of 3,214 shares — an estimated $70.5K sold.

Plante Moran Financial Advisors first reported a position in SCHI in Q4 2023 and held it in 2 quarters. The position peaked at $71.5K in Q1 2024. 187 funds tracked by Wall St. Rank hold SCHI as of Q2 2024.

  • Plante Moran Financial Advisors reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 3,214 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2024, an estimated $70.5K.
  • Plante Moran Financial Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2023 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $71.5K in Q1 2024.
  • 187 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.