Retirement Group’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Retirement Group’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	$10.2K	Sell	460 -180	-28%	-$4K	﹤0.01%	471
2023 Q4	$14.4K	Hold	640	–	–	0.01%	397
2023 Q3	$13.5K	Hold	640	–	–	0.01%	374
2023 Q2	$14.1K	Hold	640	–	–	0.01%	370
2023 Q1	$14K	Hold	640	–	–	0.01%	354
2022 Q4	$14K	Buy	640 +180	+39%	+$3.85K	0.01%	321
2022 Q3	$10K	Sell	460 -80	-15%	-$1.78K	0.01%	252
2022 Q2	$12K	Hold	540	–	–	0.01%	415
2022 Q1	$13K	Buy	540 +460	+575%	+$11.4K	0.01%	418
2021 Q4	$2K	Buy	+80	New	+$2.07K	﹤0.01%	618

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 $6.46B AUM 18.45% 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

Retirement Group's SCHI Position: Q1 2024 in Review

Retirement Group reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 28% in Q1 2024, selling an estimated $4K and leaving 460 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Retirement Group first reported a position in SCHI in Q4 2021 and has held it in 10 quarters since. The position peaked at $14.4K in Q4 2023. 184 funds tracked by Wall St. Rank hold SCHI as of Q1 2024.

Retirement Group held 460 shares of Schwab 5-10 Year Corporate Bond ETF worth $10.2K as of Q1 2024.
Retirement Group sold 180 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2024, an estimated $4K.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #471 holding.
Retirement Group first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2021 and has held it in 10 quarters since.
Retirement Group's Schwab 5-10 Year Corporate Bond ETF position peaked at $14.4K in Q4 2023.
184 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.