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

WealthSource 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
2021
Q2 		– Sell
-9,600
Closed -$247K – 492
2021
Q1 		$247K Buy
+9,600
New +$252K 0.02% 371

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WealthSource Partners's SCHI Position: Q2 2021 in Review

WealthSource Partners sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2021, closing a stake of 9,600 shares — an estimated $247K sold.

WealthSource Partners first reported a position in SCHI in Q1 2021 and held it in 1 quarter. The position peaked at $247K in Q1 2021. 42 funds tracked by Wall St. Rank hold SCHI as of Q2 2021.

  • WealthSource Partners reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • WealthSource Partners sold 9,600 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2021, an estimated $247K.
  • WealthSource Partners first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and held it in 1 quarter.
  • WealthSource Partners's Schwab 5-10 Year Corporate Bond ETF position peaked at $247K in Q1 2021.
  • 42 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2021.

Based on WealthSource Partners's 13F filing for Q2 2021, filed 18 Nov 2021.