TF
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TimeScale Financial’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

TimeScale Financial’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
Q2 		$324K Sell
14,692
-326
-2% -$7.22K 0.07% 66
2023
Q1 		$335K Buy
+15,018
New +$331K 0.08% 60

Other funds holding SCHI

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
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
WFA
WestHill Financial Advisors San Rafael, California $523M AUM 15.95% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DF
DecisionPoint Financial Mesa, Arizona $464M AUM 14.01% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

TimeScale Financial's SCHI Position: Q2 2023 in Review

TimeScale Financial reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 2.2% in Q2 2023, selling an estimated $7.22K and leaving 14,692 shares worth $324K. The position accounts for 0.07% of the portfolio, ranked #66.

TimeScale Financial first reported a position in SCHI in Q1 2023 and has held it in 2 quarters since. The position peaked at $335K in Q1 2023. 98 funds tracked by Wall St. Rank hold SCHI as of Q2 2023.

  • TimeScale Financial held 14,692 shares of Schwab 5-10 Year Corporate Bond ETF worth $324K as of Q2 2023.
  • TimeScale Financial sold 326 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2023, an estimated $7.22K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.07% of TimeScale Financial's portfolio in Q2 2023, its #66 holding.
  • TimeScale Financial first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2023 and has held it in 2 quarters since.
  • TimeScale Financial's Schwab 5-10 Year Corporate Bond ETF position peaked at $335K in Q1 2023.
  • 98 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.