Teamwork Financial Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Teamwork Financial 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
2021 Q4	–	Sell	-14,468	Closed	-$378K	–	308
2021 Q3	$378K	Sell	14,468 -10,760	-43%	-$284K	0.07%	190
2021 Q2	$663K	Sell	25,228 -872	-3%	-$22.7K	0.14%	124
2021 Q1	$670K	Buy	+26,100	New	+$685K	0.16%	123

Other funds holding SCHI

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

WFA

WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

Copperleaf Capital Raleigh, North Carolina $209M AUM 31.88% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

VST

Van Strum & Towne San Francisco, California $367M AUM 19.6% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MHB

Midwest Heritage Bank West Des Moines, Iowa $353M AUM 17.98% 1-Year Est. Return

FCA

FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return

Teamwork Financial Advisors's SCHI Position: Q4 2021 in Review

Teamwork Financial Advisors sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2021, closing a stake of 14,468 shares — an estimated $378K sold.

Teamwork Financial Advisors first reported a position in SCHI in Q1 2021 and held it in 3 quarters. The position peaked at $670K in Q1 2021. 46 funds tracked by Wall St. Rank hold SCHI as of Q4 2021.

Teamwork Financial Advisors reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Teamwork Financial Advisors sold 14,468 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2021, an estimated $378K.
Teamwork Financial Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and held it in 3 quarters.
Teamwork Financial Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $670K in Q1 2021.
46 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2021.

Based on Teamwork Financial Advisors's 13F filing for Q4 2021, filed 31 Jan 2022.