Redwood Investment Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Redwood Investment 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 Q1	–	Sell	-12,162	Closed	-$273K	–	389
2023 Q4	$273K	Buy	+12,162	New	+$260K	0.03%	317

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

CWM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Redwood Investment Management's SCHI Position: Q1 2024 in Review

Redwood Investment Management sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q1 2024, closing a stake of 12,162 shares — an estimated $273K sold.

Redwood Investment Management first reported a position in SCHI in Q4 2023 and held it in 1 quarter. The position peaked at $273K in Q4 2023. 184 funds tracked by Wall St. Rank hold SCHI as of Q1 2024.

Redwood Investment Management reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Redwood Investment Management sold 12,162 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2024, an estimated $273K.
Redwood Investment Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
Redwood Investment Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $273K in Q4 2023.
184 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2024.

Based on Redwood Investment Management's 13F filing for Q1 2024, filed 16 May 2024.