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Strategic Investment Solutions’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Strategic Investment Solutions’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
2024
Q4 		– Sell
-26
Closed -$600 – 681
2024
Q3 		$600 Hold
26
– – ﹤0.01% 563
2024
Q2 		$586 Buy
+26
New +$570 ﹤0.01% 554

Other funds holding SCHI

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return

Strategic Investment Solutions's SCHI Position: Q4 2024 in Review

Strategic Investment Solutions sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2024, closing a stake of 26 shares — an estimated $600 sold.

Strategic Investment Solutions first reported a position in SCHI in Q2 2024 and held it in 2 quarters. The position peaked at $600 in Q3 2024. 208 funds tracked by Wall St. Rank hold SCHI as of Q4 2024.

  • Strategic Investment Solutions reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Strategic Investment Solutions sold 26 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2024, an estimated $600.
  • Strategic Investment Solutions first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2024 and held it in 2 quarters.
  • Strategic Investment Solutions's Schwab 5-10 Year Corporate Bond ETF position peaked at $600 in Q3 2024.
  • 208 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2024.

Based on Strategic Investment Solutions's 13F filing for Q4 2024, filed 13 Feb 2025.