Spectrum Planning & Advisory Services’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Spectrum Planning & Advisory Services’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
2023 Q4	$391K	Buy	17,400 +7,416	+74%	+$159K	0.55%	31
2023 Q3	$211K	Buy	+9,984	New	+$216K	0.33%	38
2022 Q4	–	Sell	-11,042	Closed	-$232K	–	49
2022 Q3	$232K	Buy	+11,042	New	+$246K	0.23%	47
2021 Q2	–	Sell	-112,620	Closed	-$2.89M	–	48
2021 Q1	$2.89M	Buy	+112,620	New	+$2.96M	2.97%	13

Other funds holding SCHI

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

WFA

WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Spectrum Planning & Advisory Services's SCHI Position: Q4 2023 in Review

Spectrum Planning & Advisory Services increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 74% in Q4 2023, buying an estimated $159K and bringing the position to 17,400 shares worth $391K. The position accounts for 0.55% of the portfolio, ranked #31.

Spectrum Planning & Advisory Services first reported a position in SCHI in Q1 2021 and has held it in 4 quarters since. The position peaked at $2.89M in Q1 2021. 167 funds tracked by Wall St. Rank hold SCHI as of Q4 2023.

Spectrum Planning & Advisory Services held 17,400 shares of Schwab 5-10 Year Corporate Bond ETF worth $391K as of Q4 2023.
Spectrum Planning & Advisory Services bought 7,416 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2023, an estimated $159K.
Schwab 5-10 Year Corporate Bond ETF made up 0.55% of Spectrum Planning & Advisory Services's portfolio in Q4 2023, its #31 holding.
Spectrum Planning & Advisory Services first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and has held it in 4 quarters since.
Spectrum Planning & Advisory Services's Schwab 5-10 Year Corporate Bond ETF position peaked at $2.89M in Q1 2021.
167 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2023.

Based on Spectrum Planning & Advisory Services's 13F filing for Q4 2023, filed 18 Jan 2024.