Realta Investment Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Realta Investment 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
2023 Q3	–	Sell	-1,000	Closed	-$22K	–	812
2023 Q2	$22K	Buy	+1,000	New	+$22.1K	﹤0.01%	650
2023 Q1	–	Sell	-4,500	Closed	-$97K	–	748
2022 Q4	$97K	Buy	4,500 +300	+7%	+$6.41K	0.02%	484
2022 Q3	$88K	Buy	+4,200	New	+$93.7K	0.02%	467

Other funds holding SCHI

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WFA

WestHill Financial Advisors San Rafael, California $523M AUM 15.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Realta Investment Advisors's SCHI Position: Q3 2023 in Review

Realta Investment Advisors sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2023, closing a stake of 1,000 shares — an estimated $22K sold.

Realta Investment Advisors first reported a position in SCHI in Q3 2022 and held it in 3 quarters. The position peaked at $97K in Q4 2022. 150 funds tracked by Wall St. Rank hold SCHI as of Q3 2023.

Realta Investment Advisors reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Realta Investment Advisors sold 1,000 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2023, an estimated $22K.
Realta Investment Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2022 and held it in 3 quarters.
Realta Investment Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $97K in Q4 2022.
150 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2023.

Based on Realta Investment Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.