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

Tompkins 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
2020
Q2 		– Sell
-172
Closed -$4K – 412
2020
Q1 		$4K Buy
+172
New +$4.29K ﹤0.01% 368

Other funds holding SCHI

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Jane Street
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Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Tompkins Financial's SCHI Position: Q2 2020 in Review

Tompkins Financial sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2020, closing a stake of 172 shares — an estimated $4K sold.

Tompkins Financial first reported a position in SCHI in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 14 funds tracked by Wall St. Rank hold SCHI as of Q2 2020.

  • Tompkins Financial reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Tompkins Financial sold 172 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2020, an estimated $4K.
  • Tompkins Financial first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2020 and held it in 1 quarter.
  • Tompkins Financial's Schwab 5-10 Year Corporate Bond ETF position peaked at $4K in Q1 2020.
  • 14 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2020.

Based on Tompkins Financial's 13F filing for Q2 2020, filed 29 Jul 2020.