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

Trifecta Capital Advisors’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
Q4 		– Sell
-1,200
Closed -$25.3K – 457
2023
Q3 		$25.3K Buy
+1,200
New +$26K 0.01% 170

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 $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Trifecta Capital Advisors's SCHI Position: Q4 2023 in Review

Trifecta Capital Advisors sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2023, closing a stake of 1,200 shares — an estimated $25.3K sold.

Trifecta Capital Advisors first reported a position in SCHI in Q3 2023 and held it in 1 quarter. The position peaked at $25.3K in Q3 2023. 167 funds tracked by Wall St. Rank hold SCHI as of Q4 2023.

  • Trifecta Capital Advisors reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Trifecta Capital Advisors sold 1,200 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2023, an estimated $25.3K.
  • Trifecta Capital Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Trifecta Capital Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $25.3K in Q3 2023.
  • 167 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2023.

Based on Trifecta Capital Advisors's 13F filing for Q4 2023, filed 25 Jan 2024.