State of Wisconsin Investment Board
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State of Wisconsin Investment Board’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

State of Wisconsin Investment Board’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 		– Sell
-44,720
Closed -$944K – 2543
2023
Q3 		$944K Hold
44,720
– – ﹤0.01% 1414
2023
Q2 		$985K Buy
+44,720
New +$991K ﹤0.01% 1463

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CSIA
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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 $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
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

State of Wisconsin Investment Board's SCHI Position: Q4 2023 in Review

State of Wisconsin Investment Board sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2023, closing a stake of 44,720 shares — an estimated $944K sold.

State of Wisconsin Investment Board first reported a position in SCHI in Q2 2023 and held it in 2 quarters. The position peaked at $985K in Q2 2023. 167 funds tracked by Wall St. Rank hold SCHI as of Q4 2023.

  • State of Wisconsin Investment Board reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • State of Wisconsin Investment Board sold 44,720 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2023, an estimated $944K.
  • State of Wisconsin Investment Board first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2023 and held it in 2 quarters.
  • State of Wisconsin Investment Board's Schwab 5-10 Year Corporate Bond ETF position peaked at $985K in Q2 2023.
  • 167 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2023.

Based on State of Wisconsin Investment Board's 13F filing for Q4 2023, filed 12 Feb 2024.