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

TRUADVICE’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 Q3	$225K	Buy	10,686 +962	+10%	+$20.8K	0.09%	213
2023 Q2	$211K	Buy	+9,724	New	+$215K	0.08%	246
2021 Q2	–	Sell	-39,366	Closed	-$1.02M	–	323
2021 Q1	$1.02M	Sell	39,366 -96,278	-71%	-$2.53M	0.3%	76
2020 Q4	$3.61M	Buy	+135,644	New	+$3.6M	1.1%	22

Other funds holding SCHI

CSIA

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CWM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WFA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TRUADVICE's SCHI Position: Q3 2023 in Review

TRUADVICE increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 9.9% in Q3 2023, buying an estimated $20.8K and bringing the position to 10,686 shares worth $225K. The position accounts for 0.09% of the portfolio, ranked #213.

TRUADVICE first reported a position in SCHI in Q4 2020 and has held it in 4 quarters since. The position peaked at $3.61M in Q4 2020. 150 funds tracked by Wall St. Rank hold SCHI as of Q3 2023.

TRUADVICE held 10,686 shares of Schwab 5-10 Year Corporate Bond ETF worth $225K as of Q3 2023.
TRUADVICE bought 962 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2023, an estimated $20.8K.
Schwab 5-10 Year Corporate Bond ETF made up 0.09% of TRUADVICE's portfolio in Q3 2023, its #213 holding.
TRUADVICE first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2020 and has held it in 4 quarters since.
TRUADVICE's Schwab 5-10 Year Corporate Bond ETF position peaked at $3.61M in Q4 2020.
150 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.