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Strategic Asset Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Strategic Asset Management’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 		$11K Buy
+6,518
New +$145K 0.02% 351

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 $71.6B AUM 21.08% 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

Strategic Asset Management's SCHI Position: Q3 2022 in Review

Strategic Asset Management opened a new position in Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2022: 6,518 shares worth $11K. The stake represents 0.02% of the portfolio and ranks #351 among its holdings.

57 funds tracked by Wall St. Rank hold SCHI as of Q3 2022.

  • Strategic Asset Management held 6,518 shares of Schwab 5-10 Year Corporate Bond ETF worth $11K as of Q3 2022.
  • Schwab 5-10 Year Corporate Bond ETF was a new Strategic Asset Management position in Q3 2022.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.02% of Strategic Asset Management's portfolio in Q3 2022, its #351 holding.
  • 57 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.