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

TownSquare Capital’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 Q1	–	Sell	-10,810	Closed	-$233K	–	1030
2022 Q4	$233K	Sell	10,810 -4,430	-29%	-$94.7K	0.01%	858
2022 Q3	$320K	Buy	+15,240	New	+$340K	0.01%	571

Other funds holding SCHI

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

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

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

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

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

DecisionPoint Financial Mesa, Arizona $540M AUM 17.26% 1-Year Est. Return

Citizens National Bank Trust Department Meridian, Mississippi $680M AUM 46.36% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Susquehanna International Group

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

TownSquare Capital's SCHI Position: Q1 2023 in Review

TownSquare Capital sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q1 2023, closing a stake of 10,810 shares — an estimated $233K sold.

TownSquare Capital first reported a position in SCHI in Q3 2022 and held it in 2 quarters. The position peaked at $320K in Q3 2022. 52 funds tracked by Wall St. Rank hold SCHI as of Q1 2023.

TownSquare Capital reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
TownSquare Capital sold 10,810 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2023, an estimated $233K.
TownSquare Capital first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2022 and held it in 2 quarters.
TownSquare Capital's Schwab 5-10 Year Corporate Bond ETF position peaked at $320K in Q3 2022.
52 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2023.

Based on TownSquare Capital's 13F filing for Q1 2023, filed 11 May 2023.