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Schaeffer Financial’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Schaeffer Financial’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
-23,456
Closed -$522K – 18
2024
Q1 		$522K Buy
23,456
+2,472
+12% +$54.9K 0.52% 11
2023
Q4 		$472K Buy
+20,984
New +$449K 0.5% 11

Other funds holding SCHI

Charles Schwab
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

Schaeffer Financial's SCHI Position: Q2 2024 in Review

Schaeffer Financial sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2024, closing a stake of 23,456 shares — an estimated $522K sold.

Schaeffer Financial first reported a position in SCHI in Q4 2023 and held it in 2 quarters. The position peaked at $522K in Q1 2024. 187 funds tracked by Wall St. Rank hold SCHI as of Q2 2024.

  • Schaeffer Financial reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Schaeffer Financial sold 23,456 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2024, an estimated $522K.
  • Schaeffer Financial first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2023 and held it in 2 quarters.
  • Schaeffer Financial's Schwab 5-10 Year Corporate Bond ETF position peaked at $522K in Q1 2024.
  • 187 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2024.

Based on Schaeffer Financial's 13F filing for Q2 2024, filed 26 Jul 2024.