Wedmont Private Capital’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
– Sell
-11,332
Closed -$249K – 529
2023
Q2
$249K Buy
11,332
+80
+0.7% +$1.77K 0.03% 429
2023
Q1
$252K Buy
+11,252
New +$248K 0.03% 387

Other funds holding SCHI

Wedmont Private Capital's SCHI Position: Q3 2023 in Review

Wedmont Private Capital sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2023, closing a stake of 11,332 shares — an estimated $249K sold.

Wedmont Private Capital first reported a position in SCHI in Q1 2023 and held it in 2 quarters. The position peaked at $252K in Q1 2023. 150 funds tracked by Wall St. Rank hold SCHI as of Q3 2023.

  • Wedmont Private Capital reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Wedmont Private Capital sold 11,332 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2023, an estimated $249K.
  • Wedmont Private Capital first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2023 and held it in 2 quarters.
  • Wedmont Private Capital's Schwab 5-10 Year Corporate Bond ETF position peaked at $252K in Q1 2023.
  • 150 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2023.

Based on Wedmont Private Capital's 13F filing for Q3 2023, filed 10 Oct 2023.