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San Francisco Sentry Investment Group’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

San Francisco Sentry Investment 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
2021
Q2 		$91K Hold
3,450
– – 0.05% 288
2021
Q1 		$89K Hold
3,450
– – 0.04% 312
2020
Q4 		$93K Buy
3,450
+2,830
+456% +$75.1K 0.04% 284
2020
Q3 		$16K Hold
620
– – 0.01% 454
2020
Q2 		$16K Buy
+620
New +$15.7K 0.01% 443

Other funds holding SCHI

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CC
Copperleaf Capital Raleigh, North Carolina $209M AUM 31.88% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

San Francisco Sentry Investment Group's SCHI Position: Q2 2021 in Review

San Francisco Sentry Investment Group held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q2 2021 at 3,450 shares worth $91K. The position accounts for 0.05% of the portfolio, ranked #288.

San Francisco Sentry Investment Group first reported a position in SCHI in Q2 2020 and has held it in 5 quarters since. The position peaked at $93K in Q4 2020. 42 funds tracked by Wall St. Rank hold SCHI as of Q2 2021.

  • San Francisco Sentry Investment Group held 3,450 shares of Schwab 5-10 Year Corporate Bond ETF worth $91K as of Q2 2021.
  • San Francisco Sentry Investment Group left its Schwab 5-10 Year Corporate Bond ETF share count unchanged in Q2 2021.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.05% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #288 holding.
  • San Francisco Sentry Investment Group first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2020 and has held it in 5 quarters since.
  • San Francisco Sentry Investment Group's Schwab 5-10 Year Corporate Bond ETF position peaked at $93K in Q4 2020.
  • 42 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.