PWM
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Power Wealth Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Power Wealth Management’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
Q3 		– Sell
-11,162
Closed -$246K – 103
2024
Q2 		$246K Buy
+11,162
New +$245K 0.12% 88

Other funds holding SCHI

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CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 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
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 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

Power Wealth Management's SCHI Position: Q3 2024 in Review

Power Wealth Management sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2024, closing a stake of 11,162 shares — an estimated $246K sold.

Power Wealth Management first reported a position in SCHI in Q2 2024 and held it in 1 quarter. The position peaked at $246K in Q2 2024. 190 funds tracked by Wall St. Rank hold SCHI as of Q3 2024.

  • Power Wealth Management reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Power Wealth Management sold 11,162 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2024, an estimated $246K.
  • Power Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Power Wealth Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $246K in Q2 2024.
  • 190 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2024.

Based on Power Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.