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

WealthPLAN 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 Q4	–	Sell	-19,300	Closed	-$445K	–	262
2024 Q3	$445K	Sell	19,300 -1,110	-5%	-$25.2K	0.06%	186
2024 Q2	$450K	Sell	20,410 -3,196	-14%	-$70.1K	0.05%	214
2024 Q1	$525K	Sell	23,606 -19,778	-46%	-$439K	0.05%	203
2023 Q4	$975K	Buy	43,384 +5,606	+15%	+$120K	0.1%	157
2023 Q3	$797K	Buy	37,778 +18,894	+100%	+$409K	0.09%	158
2023 Q2	$416K	Buy	18,884 +18,488	+4,669%	+$410K	0.06%	210
2023 Q1	$8.84K	Buy	+396	New	+$8.74K	﹤0.01%	891
2021 Q2	–	Sell	-16,130	Closed	-$418K	–	366
2021 Q1	$418K	Sell	16,130 -1,868	-10%	-$49K	0.03%	241
2020 Q4	$479K	Buy	+17,998	New	+$478K	0.04%	222

Other funds holding SCHI

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CWM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return

WealthPLAN Partners's SCHI Position: Q4 2024 in Review

WealthPLAN Partners sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2024, closing a stake of 19,300 shares — an estimated $445K sold.

WealthPLAN Partners first reported a position in SCHI in Q4 2020 and held it in 9 quarters. The position peaked at $975K in Q4 2023. 208 funds tracked by Wall St. Rank hold SCHI as of Q4 2024.

WealthPLAN Partners reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
WealthPLAN Partners sold 19,300 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2024, an estimated $445K.
WealthPLAN Partners first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2020 and held it in 9 quarters.
WealthPLAN Partners's Schwab 5-10 Year Corporate Bond ETF position peaked at $975K in Q4 2023.
208 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2024.

Based on WealthPLAN Partners's 13F filing for Q4 2024, filed 30 Jan 2025.