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

Prudential Financial’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
2023
Q4 		– Sell
-11,782
Closed -$249K – 2708
2023
Q3 		$249K Buy
+11,782
New +$255K ﹤0.01% 2326

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Bank of America
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JP Morgan Chase
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Prudential Financial's SCHI Position: Q4 2023 in Review

Prudential Financial sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2023, closing a stake of 11,782 shares — an estimated $249K sold.

Prudential Financial first reported a position in SCHI in Q3 2023 and held it in 1 quarter. The position peaked at $249K in Q3 2023. 167 funds tracked by Wall St. Rank hold SCHI as of Q4 2023.

  • Prudential Financial reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Prudential Financial sold 11,782 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2023, an estimated $249K.
  • Prudential Financial first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Prudential Financial's Schwab 5-10 Year Corporate Bond ETF position peaked at $249K in Q3 2023.
  • 167 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2023.

Based on Prudential Financial's 13F filing for Q4 2023, filed 13 Feb 2024.