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Vertex Planning Partners’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Vertex Planning Partners’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
2024
Q1 		– Sell
-11,870
Closed -$267K – 161
2023
Q4 		$267K Buy
+11,870
New +$254K 0.08% 127

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RIG
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Envestnet Asset Management
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CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

Vertex Planning Partners's SCHI Position: Q1 2024 in Review

Vertex Planning Partners sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q1 2024, closing a stake of 11,870 shares — an estimated $267K sold.

Vertex Planning Partners first reported a position in SCHI in Q4 2023 and held it in 1 quarter. The position peaked at $267K in Q4 2023. 184 funds tracked by Wall St. Rank hold SCHI as of Q1 2024.

  • Vertex Planning Partners reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Vertex Planning Partners sold 11,870 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2024, an estimated $267K.
  • Vertex Planning Partners first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Vertex Planning Partners's Schwab 5-10 Year Corporate Bond ETF position peaked at $267K in Q4 2023.
  • 184 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2024.

Based on Vertex Planning Partners's 13F filing for Q1 2024, filed 13 May 2024.