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Stephens Consulting’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Stephens Consulting’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
Q4 		– Sell
-1,922
Closed -$40.4K – 547
2022
Q3 		$40.4K Buy
+1,922
New +$42.9K 0.04% 190

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DF
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Jane Street
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AWM
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CNBTD
Citizens National Bank Trust Department Meridian, Mississippi $680M AUM 46.36% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Stephens Consulting's SCHI Position: Q4 2022 in Review

Stephens Consulting sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2022, closing a stake of 1,922 shares — an estimated $40.4K sold.

Stephens Consulting first reported a position in SCHI in Q3 2022 and held it in 1 quarter. The position peaked at $40.4K in Q3 2022. 54 funds tracked by Wall St. Rank hold SCHI as of Q4 2022.

  • Stephens Consulting reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Stephens Consulting sold 1,922 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2022, an estimated $40.4K.
  • Stephens Consulting first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2022 and held it in 1 quarter.
  • Stephens Consulting's Schwab 5-10 Year Corporate Bond ETF position peaked at $40.4K in Q3 2022.
  • 54 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2022.

Based on Stephens Consulting's 13F filing for Q4 2022, filed 20 Jan 2023.