SSWM
SCHI icon

Smith Salley Wealth Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Smith Salley Wealth Management’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
Q4 		– Sell
-8,926
Closed -$206K – 251
2024
Q3 		$206K Buy
+8,926
New +$202K 0.01% 233

Other funds holding SCHI

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return

Smith Salley Wealth Management's SCHI Position: Q4 2024 in Review

Smith Salley Wealth Management sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2024, closing a stake of 8,926 shares — an estimated $206K sold.

Smith Salley Wealth Management first reported a position in SCHI in Q3 2024 and held it in 1 quarter. The position peaked at $206K in Q3 2024. 208 funds tracked by Wall St. Rank hold SCHI as of Q4 2024.

  • Smith Salley Wealth Management reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Smith Salley Wealth Management sold 8,926 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2024, an estimated $206K.
  • Smith Salley Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Smith Salley Wealth Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $206K in Q3 2024.
  • 208 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2024.

Based on Smith Salley Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.