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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

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

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

WestHill Financial Advisors San Rafael, California $523M AUM 15.95% 1-Year Est. Return

Horst & Graben Wealth Management Portland, Oregon $729M AUM 16.55% 1-Year Est. Return