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Spearhead Capital Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Spearhead Capital 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
2022
Q3 		– Sell
-9,348
Closed -$208K – 150
2022
Q2 		$208K Buy
+9,348
New +$213K 0.03% 172

Other funds holding SCHI

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
CC
Copperleaf Capital Raleigh, North Carolina $209M AUM 31.88% 1-Year Est. Return

Spearhead Capital Advisors's SCHI Position: Q3 2022 in Review

Spearhead Capital Advisors sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2022, closing a stake of 9,348 shares — an estimated $208K sold.

Spearhead Capital Advisors first reported a position in SCHI in Q2 2022 and held it in 1 quarter. The position peaked at $208K in Q2 2022. 57 funds tracked by Wall St. Rank hold SCHI as of Q3 2022.

  • Spearhead Capital Advisors reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Spearhead Capital Advisors sold 9,348 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2022, an estimated $208K.
  • Spearhead Capital Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Spearhead Capital Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $208K in Q2 2022.
  • 57 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.