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

Toth Financial Advisory’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 Q3	–	Sell	-530	Closed	-$14K	–	594
2020 Q2	$14K	Buy	+530	New	+$13.4K	﹤0.01%	318

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

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

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

CSIA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Toth Financial Advisory's SCHI Position: Q3 2020 in Review

Toth Financial Advisory sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2020, closing a stake of 530 shares — an estimated $14K sold.

Toth Financial Advisory first reported a position in SCHI in Q2 2020 and held it in 1 quarter. The position peaked at $14K in Q2 2020. 15 funds tracked by Wall St. Rank hold SCHI as of Q3 2020.

Toth Financial Advisory reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Toth Financial Advisory sold 530 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2020, an estimated $14K.
Toth Financial Advisory first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2020 and held it in 1 quarter.
Toth Financial Advisory's Schwab 5-10 Year Corporate Bond ETF position peaked at $14K in Q2 2020.
15 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2020.

Based on Toth Financial Advisory's 13F filing for Q3 2020, filed 16 Oct 2020.