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Princeton Global Asset Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Princeton Global Asset 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
-36
Closed -$794 – 712
2024
Q2 		$794 Buy
+36
New +$789 ﹤0.01% 635
2023
Q1 		– Sell
-110
Closed -$2K – 616
2022
Q4 		$2K Buy
+110
New +$2.35K ﹤0.01% 513

Other funds holding SCHI

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
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

Princeton Global Asset Management's SCHI Position: Q3 2024 in Review

Princeton Global Asset Management sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2024, closing a stake of 36 shares — an estimated $794 sold.

Princeton Global Asset Management first reported a position in SCHI in Q4 2022 and held it in 2 quarters. The position peaked at $2K in Q4 2022. 190 funds tracked by Wall St. Rank hold SCHI as of Q3 2024.

  • Princeton Global Asset Management reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Princeton Global Asset Management sold 36 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2024, an estimated $794.
  • Princeton Global Asset Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
  • Princeton Global Asset Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $2K in Q4 2022.
  • 190 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2024.

Based on Princeton Global Asset Management's 13F filing for Q3 2024, filed 29 Oct 2024.