SMA
SCHI icon

Sage Mountain Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Sage Mountain 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
2024
Q1 		– Sell
-78
Closed -$1.75K – 421
2023
Q4 		$1.75K Hold
78
– – ﹤0.01% 349
2023
Q3 		$1.65K Hold
78
– – ﹤0.01% 355
2023
Q2 		$1.72K Buy
+78
New +$1.73K ﹤0.01% 347

Other funds holding SCHI

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

Sage Mountain Advisors's SCHI Position: Q1 2024 in Review

Sage Mountain Advisors sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q1 2024, closing a stake of 78 shares — an estimated $1.75K sold.

Sage Mountain Advisors first reported a position in SCHI in Q2 2023 and held it in 3 quarters. The position peaked at $1.75K in Q4 2023. 184 funds tracked by Wall St. Rank hold SCHI as of Q1 2024.

  • Sage Mountain Advisors reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Sage Mountain Advisors sold 78 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2024, an estimated $1.75K.
  • Sage Mountain Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2023 and held it in 3 quarters.
  • Sage Mountain Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $1.75K in Q4 2023.
  • 184 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2024.

Based on Sage Mountain Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.