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

Source Financial 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
Q3 		$1.41M Sell
60,932
-5,408
-8% -$123K 0.42% 32
2024
Q2 		$1.46M Sell
66,340
-2,340
-3% -$51.3K 0.45% 33
2024
Q1 		$1.53M Buy
+68,680
New +$1.52M 0.46% 32

Other funds holding SCHI

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 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
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Source Financial Advisors's SCHI Position: Q3 2024 in Review

Source Financial Advisors reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 8.2% in Q3 2024, selling an estimated $123K and leaving 60,932 shares worth $1.41M. The position accounts for 0.42% of the portfolio, ranked #32.

Source Financial Advisors first reported a position in SCHI in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.53M in Q1 2024. 190 funds tracked by Wall St. Rank hold SCHI as of Q3 2024.

  • Source Financial Advisors held 60,932 shares of Schwab 5-10 Year Corporate Bond ETF worth $1.41M as of Q3 2024.
  • Source Financial Advisors sold 5,408 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2024, an estimated $123K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.42% of Source Financial Advisors's portfolio in Q3 2024, its #32 holding.
  • Source Financial Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2024 and has held it in 3 quarters since.
  • Source Financial Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $1.53M in Q1 2024.
  • 190 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.