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

SageView Advisory 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
Q2 		– Sell
-9,230
Closed -$253K – 722
2024
Q1 		$253K Buy
+9,230
New +$205K 0.01% 458

Other funds holding SCHI

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 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

SageView Advisory Group's SCHI Position: Q2 2024 in Review

SageView Advisory Group sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2024, closing a stake of 9,230 shares — an estimated $253K sold.

SageView Advisory Group first reported a position in SCHI in Q1 2024 and held it in 1 quarter. The position peaked at $253K in Q1 2024. 187 funds tracked by Wall St. Rank hold SCHI as of Q2 2024.

  • SageView Advisory Group reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • SageView Advisory Group sold 9,230 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2024, an estimated $253K.
  • SageView Advisory Group first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • SageView Advisory Group's Schwab 5-10 Year Corporate Bond ETF position peaked at $253K in Q1 2024.
  • 187 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2024.

Based on SageView Advisory Group's 13F filing for Q2 2024, filed 12 Aug 2024.