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

Professional 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
2022
Q1 		– Sell
-90
Closed -$2K – 509
2021
Q4 		$2K Buy
+90
New +$2.33K ﹤0.01% 436

Other funds holding SCHI

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CC
Copperleaf Capital Raleigh, North Carolina $209M AUM 31.88% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
MG
MilWealth Group Milwaukee, Wisconsin $469M AUM 14.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Professional Financial Advisors's SCHI Position: Q1 2022 in Review

Professional Financial Advisors sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q1 2022, closing a stake of 90 shares — an estimated $2K sold.

Professional Financial Advisors first reported a position in SCHI in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 41 funds tracked by Wall St. Rank hold SCHI as of Q1 2022.

  • Professional Financial Advisors reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 90 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2022, an estimated $2K.
  • Professional Financial Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Professional Financial Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $2K in Q4 2021.
  • 41 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2022.

Based on Professional Financial Advisors's 13F filing for Q1 2022, filed 5 May 2022.