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W.H. Cornerstone Investments’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

W.H. Cornerstone Investments’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
-11,188
Closed -$236K – 135
2023
Q3 		$236K Buy
+11,188
New +$242K 0.21% 105

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Bank of America
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JP Morgan Chase
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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

W.H. Cornerstone Investments's SCHI Position: Q4 2023 in Review

W.H. Cornerstone Investments sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2023, closing a stake of 11,188 shares — an estimated $236K sold.

W.H. Cornerstone Investments first reported a position in SCHI in Q3 2023 and held it in 1 quarter. The position peaked at $236K in Q3 2023. 167 funds tracked by Wall St. Rank hold SCHI as of Q4 2023.

  • W.H. Cornerstone Investments reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • W.H. Cornerstone Investments sold 11,188 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2023, an estimated $236K.
  • W.H. Cornerstone Investments first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • W.H. Cornerstone Investments's Schwab 5-10 Year Corporate Bond ETF position peaked at $236K in Q3 2023.
  • 167 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2023.

Based on W.H. Cornerstone Investments's 13F filing for Q4 2023, filed 6 Feb 2024.