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TNF’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

TNF’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
Q2 		– Sell
-33,850
Closed -$733K – 124
2024
Q1 		$733K Sell
33,850
-26,098
-44% -$579K 0.29% 41
2023
Q4 		$1.34M Buy
59,948
+5,248
+10% +$112K 0.53% 28
2023
Q3 		$1.12M Buy
+54,700
New +$1.18M 0.52% 28
2022
Q4 		– Sell
-19,838
Closed -$414K – 110
2022
Q3 		$414K Buy
+19,838
New +$442K 0.21% 54
2022
Q1 		– Sell
-12,740
Closed -$323K – 133
2021
Q4 		$323K Sell
12,740
-406
-3% -$10.5K 0.14% 98
2021
Q3 		$340K Buy
+13,146
New +$347K 0.15% 92

Other funds holding SCHI

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

TNF's SCHI Position: Q2 2024 in Review

TNF sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2024, closing a stake of 33,850 shares — an estimated $733K sold.

TNF first reported a position in SCHI in Q3 2021 and held it in 6 quarters. The position peaked at $1.34M in Q4 2023. 187 funds tracked by Wall St. Rank hold SCHI as of Q2 2024.

  • TNF reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • TNF sold 33,850 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2024, an estimated $733K.
  • TNF first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2021 and held it in 6 quarters.
  • TNF's Schwab 5-10 Year Corporate Bond ETF position peaked at $1.34M in Q4 2023.
  • 187 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2024.

Based on TNF's 13F filing for Q2 2024, filed 25 Jul 2024.