Stratos Wealth Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Stratos Wealth Advisors’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	-38,344	Closed	-$809K	–	725
2023 Q3	$809K	Sell	38,344 -2,332	-6%	-$50.4K	0.05%	349
2023 Q2	$896K	Buy	+40,676	New	+$901K	0.06%	328
2021 Q3	–	Sell	-42,716	Closed	-$1.12M	–	562
2021 Q2	$1.12M	Sell	42,716 -80,590	-65%	-$2.09M	0.1%	225
2021 Q1	$3.17M	Buy	+123,306	New	+$3.24M	0.34%	83

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